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
1476
$29.9K ﹤0.01%
695
+35
1477
$29.9K ﹤0.01%
1,202
+397
1478
$29.9K ﹤0.01%
1,615
-3
1479
$29.8K ﹤0.01%
163
+42
1480
$29.7K ﹤0.01%
530
+313
1481
$29.7K ﹤0.01%
641
-45
1482
$29.7K ﹤0.01%
+549
1483
$29.6K ﹤0.01%
801
+79
1484
$29.6K ﹤0.01%
521
-225
1485
$29.6K ﹤0.01%
988
1486
$29.6K ﹤0.01%
982
1487
$29.5K ﹤0.01%
160
+44
1488
$29.4K ﹤0.01%
322
+10
1489
$29.3K ﹤0.01%
1,097
+594
1490
$29.3K ﹤0.01%
607
+169
1491
$29.3K ﹤0.01%
+1,227
1492
$29.2K ﹤0.01%
210
+103
1493
$29.2K ﹤0.01%
+1,365
1494
$29.1K ﹤0.01%
240
+16
1495
$28.9K ﹤0.01%
5,370
+5,331
1496
$28.7K ﹤0.01%
59
-443
1497
$28.7K ﹤0.01%
467
-1
1498
$28.7K ﹤0.01%
+352
1499
$28.6K ﹤0.01%
3,154
+1,154
1500
$28.5K ﹤0.01%
1,002
-221
58 59
60
61 62