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
1576
$24.8K ﹤0.01%
910
+24
1577
$24.7K ﹤0.01%
3,988
+599
1578
$24.7K ﹤0.01%
59
+29
1579
$24.7K ﹤0.01%
1,532
+345
1580
$24.7K ﹤0.01%
+251
1581
$24.6K ﹤0.01%
743
+146
1582
$24.5K ﹤0.01%
679
+87
1583
$24.5K ﹤0.01%
+527
1584
$24.5K ﹤0.01%
508
+174
1585
$24.5K ﹤0.01%
411
+290
1586
$24.4K ﹤0.01%
2,438
+2,259
1587
$24.4K ﹤0.01%
158
+33
1588
$24.2K ﹤0.01%
101
-7
1589
$24.2K ﹤0.01%
228
+49
1590
$24.2K ﹤0.01%
713
+6
1591
$24.1K ﹤0.01%
1,188
1592
$24.1K ﹤0.01%
380
+1
1593
$24K ﹤0.01%
147
-62
1594
$24K ﹤0.01%
1,019
-23
1595
$23.9K ﹤0.01%
545
-15
1596
$23.9K ﹤0.01%
894
+29
1597
$23.9K ﹤0.01%
490
+41
1598
$23.9K ﹤0.01%
488
+180
1599
$23.8K ﹤0.01%
643
-213
1600
$23.8K ﹤0.01%
1,806
-57
62 63
64
65 66