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
1376
$37.8K ﹤0.01%
122
+46
1377
$37.8K ﹤0.01%
335
-17
1378
$37.6K ﹤0.01%
422
+367
1379
$37.5K ﹤0.01%
863
+470
1380
$37.5K ﹤0.01%
375
1381
$37.3K ﹤0.01%
2,960
+984
1382
$37.2K ﹤0.01%
1,728
+1,224
1383
$37.1K ﹤0.01%
2,538
+1,868
1384
$37K ﹤0.01%
460
+81
1385
$37K ﹤0.01%
639
+246
1386
$37K ﹤0.01%
333
-959
1387
$36.9K ﹤0.01%
1,232
+43
1388
$36.8K ﹤0.01%
221
-3
1389
$36.8K ﹤0.01%
436
-292
1390
$36.7K ﹤0.01%
1,033
+51
1391
$36.5K ﹤0.01%
2,932
+249
1392
$36.4K ﹤0.01%
165
+11
1393
$36.3K ﹤0.01%
172
1394
$36.3K ﹤0.01%
2,990
1395
$36.2K ﹤0.01%
1,435
+761
1396
$36.2K ﹤0.01%
273
+21
1397
$36.2K ﹤0.01%
354
-1,136
1398
$36.2K ﹤0.01%
5
1399
$36.2K ﹤0.01%
830
1400
$36.2K ﹤0.01%
888
+324
54 55
56
57 58