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
1226
$51.8K ﹤0.01%
1,650
+526
1227
$51.5K ﹤0.01%
445
+209
1228
$51.4K ﹤0.01%
2,241
+1,361
1229
$51.3K ﹤0.01%
1,178
+115
1230
$51.2K ﹤0.01%
180
+54
1231
$51.2K ﹤0.01%
5,342
1232
$51K ﹤0.01%
3,358
+1,263
1233
$50.7K ﹤0.01%
1,055
+98
1234
$50.4K ﹤0.01%
164
+77
1235
$50.3K ﹤0.01%
815
+229
1236
$50.3K ﹤0.01%
+687
1237
$50.2K ﹤0.01%
3,177
+2,792
1238
$50.1K ﹤0.01%
625
+266
1239
$50.1K ﹤0.01%
1,402
1240
$50K ﹤0.01%
657
+34
1241
$50K ﹤0.01%
337
+279
1242
$49.9K ﹤0.01%
198
-7
1243
$49.8K ﹤0.01%
370
-570
1244
$49.7K ﹤0.01%
11,153
+163
1245
$49.7K ﹤0.01%
578
+40
1246
$49.7K ﹤0.01%
163
-278
1247
$49.5K ﹤0.01%
644
+274
1248
$49.5K ﹤0.01%
1,578
-205
1249
$49.5K ﹤0.01%
4,252
-4,739
1250
$49.4K ﹤0.01%
1,040
+639
48 49
50
51 52