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
1526
$27.1K ﹤0.01%
1,604
+365
1527
$27.1K ﹤0.01%
357
+6
1528
$27.1K ﹤0.01%
1,238
+452
1529
$27.1K ﹤0.01%
891
+331
1530
$27K ﹤0.01%
1,362
+329
1531
$27K ﹤0.01%
1,408
+956
1532
$27K ﹤0.01%
262
+10
1533
$27K ﹤0.01%
1,029
1534
$26.9K ﹤0.01%
3,103
+1,575
1535
$26.9K ﹤0.01%
358
+235
1536
$26.9K ﹤0.01%
5,931
+1,624
1537
$26.8K ﹤0.01%
+825
1538
$26.8K ﹤0.01%
1,392
+664
1539
$26.7K ﹤0.01%
767
+480
1540
$26.6K ﹤0.01%
699
+118
1541
$26.5K ﹤0.01%
2,130
+81
1542
$26.5K ﹤0.01%
246
+9
1543
$26.4K ﹤0.01%
1,040
1544
$26.4K ﹤0.01%
1,765
+585
1545
$26.3K ﹤0.01%
1,203
-142
1546
$26.3K ﹤0.01%
139
+54
1547
$26.3K ﹤0.01%
516
+92
1548
$26.3K ﹤0.01%
1,886
+696
1549
$26.2K ﹤0.01%
664
+264
1550
$26.2K ﹤0.01%
147
+45