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
1276
$46.1K ﹤0.01%
701
+174
1277
$45.5K ﹤0.01%
2,155
-45
1278
$45.4K ﹤0.01%
1,386
+178
1279
$45.3K ﹤0.01%
80
+39
1280
$45.2K ﹤0.01%
1,045
+324
1281
$44.9K ﹤0.01%
4,250
1282
$44.9K ﹤0.01%
1,482
+1,119
1283
$44.8K ﹤0.01%
3,289
-875
1284
$44.7K ﹤0.01%
516
+103
1285
$44.7K ﹤0.01%
1,683
-79
1286
$44.6K ﹤0.01%
1,066
1287
$44.4K ﹤0.01%
372
1288
$44.4K ﹤0.01%
471
+417
1289
$44.4K ﹤0.01%
497
+391
1290
$44.3K ﹤0.01%
562
+6
1291
$44.2K ﹤0.01%
938
+853
1292
$44.1K ﹤0.01%
386
+289
1293
$44K ﹤0.01%
+1,000
1294
$43.6K ﹤0.01%
549
-559
1295
$43.5K ﹤0.01%
437
+317
1296
$43.4K ﹤0.01%
5,276
+495
1297
$43.3K ﹤0.01%
3,112
+1,674
1298
$43.3K ﹤0.01%
1,242
-3,211
1299
$43.2K ﹤0.01%
342
+131
1300
$43.2K ﹤0.01%
1,119
+305
50 51
52
53 54