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
1601
$23.8K ﹤0.01%
3,355
+222
1602
$23.8K ﹤0.01%
981
+363
1603
$23.8K ﹤0.01%
845
+93
1604
$23.7K ﹤0.01%
1,061
1605
$23.7K ﹤0.01%
249
+3
1606
$23.7K ﹤0.01%
1,642
-162
1607
$23.6K ﹤0.01%
2,304
+1,078
1608
$23.5K ﹤0.01%
88
+31
1609
$23.5K ﹤0.01%
442
1610
$23.5K ﹤0.01%
345
+116
1611
$23.4K ﹤0.01%
710
1612
$23.4K ﹤0.01%
1,226
-1,237
1613
$23.4K ﹤0.01%
257
-2
1614
$23.3K ﹤0.01%
425
+95
1615
$23.1K ﹤0.01%
544
+7
1616
$23.1K ﹤0.01%
344
-97
1617
$23K ﹤0.01%
411
-3
1618
$23K ﹤0.01%
807
+35
1619
$22.9K ﹤0.01%
910
+145
1620
$22.9K ﹤0.01%
417
+142
1621
$22.9K ﹤0.01%
1,035
+203
1622
$22.8K ﹤0.01%
141
+30
1623
$22.8K ﹤0.01%
188
+123
1624
$22.7K ﹤0.01%
745
+427
1625
$22.7K ﹤0.01%
2,454
+1,070
63 64
65
66 67