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
1201
$53.7K ﹤0.01%
+5,200
1202
$53.6K ﹤0.01%
3,524
+1,139
1203
$53.4K ﹤0.01%
688
+364
1204
$53.4K ﹤0.01%
1,615
+62
1205
$53.4K ﹤0.01%
809
-1,133
1206
$53.3K ﹤0.01%
1,170
+230
1207
$53K ﹤0.01%
5,047
+544
1208
$53K ﹤0.01%
333
+34
1209
$52.9K ﹤0.01%
1,807
+218
1210
$52.9K ﹤0.01%
+1,111
1211
$52.9K ﹤0.01%
583
-32
1212
$52.8K ﹤0.01%
1,742
+113
1213
$52.7K ﹤0.01%
1,510
+33
1214
$52.7K ﹤0.01%
999
+110
1215
$52.7K ﹤0.01%
931
-152
1216
$52.7K ﹤0.01%
2,359
-6
1217
$52.6K ﹤0.01%
583
+90
1218
$52.3K ﹤0.01%
687
+51
1219
$52.2K ﹤0.01%
353
+24
1220
$52.2K ﹤0.01%
2,533
+969
1221
$52.1K ﹤0.01%
3,258
+1,916
1222
$52K ﹤0.01%
1,224
1223
$52K ﹤0.01%
1,329
+701
1224
$51.9K ﹤0.01%
1,578
+644
1225
$51.9K ﹤0.01%
16,674
+4,575
47 48
49
50 51