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
1251
$49.3K ﹤0.01%
2,375
-1,008
1252
$49.3K ﹤0.01%
946
+68
1253
$49.1K ﹤0.01%
586
+56
1254
$49.1K ﹤0.01%
537
1255
$48.7K ﹤0.01%
2,312
-10,153
1256
$48.6K ﹤0.01%
404
+13
1257
$48.5K ﹤0.01%
149
1258
$48.3K ﹤0.01%
1,734
+988
1259
$48.2K ﹤0.01%
561
+495
1260
$48.1K ﹤0.01%
2,473
+557
1261
$47.9K ﹤0.01%
266
+142
1262
$47.7K ﹤0.01%
960
-844
1263
$47.5K ﹤0.01%
3,059
+94
1264
$47.5K ﹤0.01%
1,484
1265
$47.3K ﹤0.01%
901
+188
1266
$47K ﹤0.01%
878
+58
1267
$46.8K ﹤0.01%
10,050
+2,961
1268
$46.8K ﹤0.01%
+1,766
1269
$46.8K ﹤0.01%
1,648
+334
1270
$46.7K ﹤0.01%
4,028
1271
$46.6K ﹤0.01%
1,505
+619
1272
$46.2K ﹤0.01%
802
-86
1273
$46.2K ﹤0.01%
818
1274
$46.2K ﹤0.01%
800
+105
1275
$46.2K ﹤0.01%
4,500
49 50
51
52 53