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
1651
$21.4K ﹤0.01%
545
+116
1652
$21.4K ﹤0.01%
4,089
+37
1653
$21.3K ﹤0.01%
511
1654
$21.3K ﹤0.01%
339
1655
$21.3K ﹤0.01%
1,003
+42
1656
$21.3K ﹤0.01%
612
+343
1657
$21.2K ﹤0.01%
2,887
+443
1658
$21.2K ﹤0.01%
2,154
-171
1659
$21K ﹤0.01%
112
+6
1660
$21K ﹤0.01%
495
+16
1661
$20.9K ﹤0.01%
2,404
+295
1662
$20.9K ﹤0.01%
186
+157
1663
$20.9K ﹤0.01%
139
-66
1664
$20.9K ﹤0.01%
145
+27
1665
$20.8K ﹤0.01%
179
+57
1666
$20.8K ﹤0.01%
637
+72
1667
$20.7K ﹤0.01%
546
-315
1668
$20.7K ﹤0.01%
+195
1669
$20.7K ﹤0.01%
85
-41
1670
$20.7K ﹤0.01%
315
+135
1671
$20.6K ﹤0.01%
301
+87
1672
$20.6K ﹤0.01%
272
+28
1673
$20.5K ﹤0.01%
1,955
+180
1674
$20.4K ﹤0.01%
577
+81
1675
$20.4K ﹤0.01%
452
+151
65 66
67
68 69