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
1301
$43.1K ﹤0.01%
672
-50
1302
$43K ﹤0.01%
1,016
+62
1303
$43K ﹤0.01%
3,838
-575
1304
$43K ﹤0.01%
1,406
-2,561
1305
$42.7K ﹤0.01%
1,873
-165
1306
$42.7K ﹤0.01%
587
+390
1307
$42.6K ﹤0.01%
2,000
1308
$42.6K ﹤0.01%
324
+121
1309
$42.4K ﹤0.01%
+2,000
1310
$42.3K ﹤0.01%
868
-24
1311
$42.3K ﹤0.01%
300
+160
1312
$42.3K ﹤0.01%
1,874
+788
1313
$42.2K ﹤0.01%
1,066
+45
1314
$42.1K ﹤0.01%
1,921
+545
1315
$42.1K ﹤0.01%
4,054
1316
$41.9K ﹤0.01%
408
+116
1317
$41.8K ﹤0.01%
956
1318
$41.7K ﹤0.01%
323
-1,865
1319
$41.6K ﹤0.01%
197
+72
1320
$41.4K ﹤0.01%
338
-5
1321
$41.3K ﹤0.01%
439
+302
1322
$41.2K ﹤0.01%
261
+17
1323
$41.1K ﹤0.01%
513
+289
1324
$41K ﹤0.01%
1,458
1325
$41K ﹤0.01%
1,940
-32
51 52
53
54 55