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
1551
$26.1K ﹤0.01%
1,438
+153
1552
$26.1K ﹤0.01%
420
-15,035
1553
$26.1K ﹤0.01%
731
+62
1554
$26K ﹤0.01%
843
1555
$25.9K ﹤0.01%
485
-484
1556
$25.8K ﹤0.01%
2,506
-468
1557
$25.7K ﹤0.01%
3,615
+503
1558
$25.6K ﹤0.01%
165
+15
1559
$25.6K ﹤0.01%
362
+62
1560
$25.5K ﹤0.01%
1,014
+893
1561
$25.3K ﹤0.01%
2,949
-21,652
1562
$25.3K ﹤0.01%
228
+109
1563
$25.3K ﹤0.01%
518
-397
1564
$25.3K ﹤0.01%
379
+143
1565
$25.2K ﹤0.01%
498
-1,332
1566
$25.2K ﹤0.01%
+779
1567
$25.2K ﹤0.01%
464
-56
1568
$25K ﹤0.01%
13
+3
1569
$25K ﹤0.01%
286
+6
1570
$24.9K ﹤0.01%
1,750
1571
$24.9K ﹤0.01%
239
+22
1572
$24.9K ﹤0.01%
+501
1573
$24.9K ﹤0.01%
148
+37
1574
$24.9K ﹤0.01%
659
-12,302
1575
$24.8K ﹤0.01%
348
+48
61 62
63
64 65