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
1676
$20.3K ﹤0.01%
+470
1677
$20.3K ﹤0.01%
172
+105
1678
$20.2K ﹤0.01%
427
+47
1679
$20.1K ﹤0.01%
1,052
-2
1680
$20.1K ﹤0.01%
620
1681
$20.1K ﹤0.01%
400
1682
$20.1K ﹤0.01%
491
-40
1683
$20.1K ﹤0.01%
707
+172
1684
$20K ﹤0.01%
487
-2,685
1685
$20K ﹤0.01%
354
-311
1686
$20K ﹤0.01%
697
+264
1687
$19.9K ﹤0.01%
323
+235
1688
$19.9K ﹤0.01%
973
+27
1689
$19.8K ﹤0.01%
775
+59
1690
$19.8K ﹤0.01%
723
+129
1691
$19.7K ﹤0.01%
+351
1692
$19.7K ﹤0.01%
449
+26
1693
$19.5K ﹤0.01%
3,732
+119
1694
$19.4K ﹤0.01%
489
+11
1695
$19.4K ﹤0.01%
455
+94
1696
$19.4K ﹤0.01%
250
+163
1697
$19.4K ﹤0.01%
265
+5
1698
$19.3K ﹤0.01%
1,729
-207
1699
$19.3K ﹤0.01%
1,665
+1,284
1700
$19.3K ﹤0.01%
407
-125
66 67
68
69 70