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
1451
$31.8K ﹤0.01%
494
+56
1452
$31.7K ﹤0.01%
959
-61
1453
$31.7K ﹤0.01%
1,105
+487
1454
$31.6K ﹤0.01%
4,011
+1,206
1455
$31.5K ﹤0.01%
142
+117
1456
$31.5K ﹤0.01%
464
-30
1457
$31.2K ﹤0.01%
1,555
-238
1458
$31.2K ﹤0.01%
1,063
1459
$31.1K ﹤0.01%
574
1460
$30.9K ﹤0.01%
14,449
+13,232
1461
$30.9K ﹤0.01%
486
-1,933
1462
$30.8K ﹤0.01%
149
+30
1463
$30.7K ﹤0.01%
430
+80
1464
$30.6K ﹤0.01%
511
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1465
$30.6K ﹤0.01%
401
+84
1466
$30.5K ﹤0.01%
176
-8
1467
$30.5K ﹤0.01%
285
+4
1468
$30.5K ﹤0.01%
2,571
+874
1469
$30.4K ﹤0.01%
324
+185
1470
$30.4K ﹤0.01%
653
+3
1471
$30.4K ﹤0.01%
329
+302
1472
$30.3K ﹤0.01%
393
+48
1473
$30.2K ﹤0.01%
259
+81
1474
$30.2K ﹤0.01%
994
+120
1475
$30K ﹤0.01%
340
+104
57 58
59
60 61