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
1426
$33.5K ﹤0.01%
508
+317
1427
$33.5K ﹤0.01%
320
+33
1428
$33.5K ﹤0.01%
2,312
+412
1429
$33.3K ﹤0.01%
731
+442
1430
$33.3K ﹤0.01%
312
+155
1431
$33.3K ﹤0.01%
397
+114
1432
$33.3K ﹤0.01%
258
-1,021
1433
$33K ﹤0.01%
1,650
1434
$33K ﹤0.01%
914
+76
1435
$32.9K ﹤0.01%
173
+31
1436
$32.9K ﹤0.01%
698
+491
1437
$32.8K ﹤0.01%
+1,400
1438
$32.7K ﹤0.01%
426
+49
1439
$32.6K ﹤0.01%
101
+20
1440
$32.4K ﹤0.01%
313
-1,544
1441
$32.3K ﹤0.01%
902
+353
1442
$32.3K ﹤0.01%
1,275
+89
1443
$32.2K ﹤0.01%
921
+478
1444
$32.2K ﹤0.01%
917
-15
1445
$32.2K ﹤0.01%
2,145
1446
$32.2K ﹤0.01%
417
+65
1447
$32.1K ﹤0.01%
319
+28
1448
$32K ﹤0.01%
796
-51
1449
$31.9K ﹤0.01%
1,027
+23
1450
$31.8K ﹤0.01%
416
+168
56 57
58
59 60