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
1401
$35.9K ﹤0.01%
145
-200
1402
$35.8K ﹤0.01%
367
+41
1403
$35.8K ﹤0.01%
1,400
-701
1404
$35.6K ﹤0.01%
313
+169
1405
$35.6K ﹤0.01%
1,028
+9
1406
$35.5K ﹤0.01%
1,203
+6
1407
$35.4K ﹤0.01%
180
-104
1408
$35.4K ﹤0.01%
541
+180
1409
$35.3K ﹤0.01%
+1,835
1410
$35.2K ﹤0.01%
330
+272
1411
$34.9K ﹤0.01%
1,157
+689
1412
$34.9K ﹤0.01%
3,306
-469
1413
$34.9K ﹤0.01%
971
-206
1414
$34.8K ﹤0.01%
3,100
1415
$34.7K ﹤0.01%
1,298
+439
1416
$34.4K ﹤0.01%
838
+12
1417
$34.4K ﹤0.01%
904
+21
1418
$34.2K ﹤0.01%
3,929
+59
1419
$34.1K ﹤0.01%
447
+49
1420
$34.1K ﹤0.01%
742
+248
1421
$34K ﹤0.01%
228
+14
1422
$33.9K ﹤0.01%
1,278
-4,633
1423
$33.7K ﹤0.01%
1,057
+140
1424
$33.7K ﹤0.01%
1,136
-1,836
1425
$33.6K ﹤0.01%
261
+16
55 56
57
58 59