EWA

EverSource Wealth Advisors Portfolio holdings

AUM $2.53B
1-Year Est. Return 23.79%
This Quarter Est. Return
1 Year Est. Return
+23.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.82B
AUM Growth
+$40.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,235
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$9.67M
3
+$8.73M
4
RAA
SMI 3Fourteen REAL Asset Allocation ETF
RAA
+$7.03M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.4M

Top Sells

1
+$8.98M
2
+$8.13M
3
+$5.93M
4
COST icon
Costco
COST
+$4.42M
5
IIIV icon
i3 Verticals
IIIV
+$4.42M

Sector Composition

1 Technology 11.03%
2 Financials 6.39%
3 Consumer Discretionary 5.91%
4 Industrials 3.43%
5 Healthcare 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1176
$56.5K ﹤0.01%
428
+221
1177
$56.4K ﹤0.01%
147
+14
1178
$56.4K ﹤0.01%
571
1179
$56.3K ﹤0.01%
252
-383
1180
$56.2K ﹤0.01%
299
+212
1181
$56K ﹤0.01%
1,274
1182
$55.9K ﹤0.01%
696
+506
1183
$55.9K ﹤0.01%
1,684
1184
$55.8K ﹤0.01%
1,543
-329
1185
$55.8K ﹤0.01%
944
+25
1186
$55.7K ﹤0.01%
+1,600
1187
$55.6K ﹤0.01%
1,111
-170
1188
$55.5K ﹤0.01%
1,018
+224
1189
$55.5K ﹤0.01%
325
1190
$55.4K ﹤0.01%
431
-1,183
1191
$55.2K ﹤0.01%
1,673
+38
1192
$55.2K ﹤0.01%
845
+46
1193
$55.2K ﹤0.01%
263
-101
1194
$55K ﹤0.01%
1,662
+684
1195
$55K ﹤0.01%
1,404
-3,613
1196
$54.8K ﹤0.01%
7,773
1197
$54.6K ﹤0.01%
314
+101
1198
$54.2K ﹤0.01%
341
-219
1199
$53.8K ﹤0.01%
1,831
+85
1200
$53.7K ﹤0.01%
1,372
+288
46 47
48
49 50