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
1326
$40.9K ﹤0.01%
187
-511
1327
$40.8K ﹤0.01%
7,226
+1,220
1328
$40.8K ﹤0.01%
6,156
+205
1329
$40.7K ﹤0.01%
392
-31
1330
$40.7K ﹤0.01%
131
+62
1331
$40.7K ﹤0.01%
261
+49
1332
$40.7K ﹤0.01%
85
+14
1333
$40.6K ﹤0.01%
3,235
+702
1334
$40.5K ﹤0.01%
1,024
+382
1335
$40.4K ﹤0.01%
3,300
1336
$40.2K ﹤0.01%
2,313
+675
1337
$40.2K ﹤0.01%
1,433
-27
1338
$40.1K ﹤0.01%
2,355
-380
1339
$40K ﹤0.01%
568
+203
1340
$40K ﹤0.01%
2,103
-1,173
1341
$40K ﹤0.01%
938
+10
1342
$39.9K ﹤0.01%
343
+125
1343
$39.8K ﹤0.01%
+1,394
1344
$39.8K ﹤0.01%
1,057
+1,018
1345
$39.8K ﹤0.01%
906
-134
1346
$39.8K ﹤0.01%
33,992
-4,600
1347
$39.8K ﹤0.01%
2,182
+425
1348
$39.7K ﹤0.01%
1,347
+332
1349
$39.7K ﹤0.01%
372
-2
1350
$39.7K ﹤0.01%
1,914
-594
52 53
54
55 56