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
1351
$39.6K ﹤0.01%
+1,075
1352
$39.6K ﹤0.01%
87
-175
1353
$39.6K ﹤0.01%
2,020
+1,159
1354
$39.5K ﹤0.01%
1,366
+328
1355
$39.5K ﹤0.01%
326
-501
1356
$39.4K ﹤0.01%
699
+11
1357
$39.4K ﹤0.01%
4,837
+2,780
1358
$39.3K ﹤0.01%
7,196
+5,458
1359
$39.3K ﹤0.01%
887
+174
1360
$39.1K ﹤0.01%
460
-307
1361
$39K ﹤0.01%
1,585
+409
1362
$38.9K ﹤0.01%
+5,075
1363
$38.7K ﹤0.01%
842
-34
1364
$38.7K ﹤0.01%
1,008
1365
$38.6K ﹤0.01%
487
+189
1366
$38.6K ﹤0.01%
1,962
+132
1367
$38.3K ﹤0.01%
435
-36
1368
$38.3K ﹤0.01%
2,461
1369
$38.2K ﹤0.01%
54,635
-667
1370
$38.2K ﹤0.01%
345
-121
1371
$38.1K ﹤0.01%
660
+18
1372
$38.1K ﹤0.01%
5,778
-18,628
1373
$38.1K ﹤0.01%
9,663
+612
1374
$38K ﹤0.01%
772
-183
1375
$37.9K ﹤0.01%
1,505
53 54
55
56 57