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
1701
$19.2K ﹤0.01%
376
-116
1702
$19.2K ﹤0.01%
+300
1703
$19.2K ﹤0.01%
230
+39
1704
$19.2K ﹤0.01%
684
+18
1705
$19.1K ﹤0.01%
142
-23
1706
$19.1K ﹤0.01%
781
+270
1707
$19.1K ﹤0.01%
1,110
+498
1708
$19K ﹤0.01%
1,453
+410
1709
$19K ﹤0.01%
798
-90
1710
$19K ﹤0.01%
968
1711
$19K ﹤0.01%
2,378
+91
1712
$19K ﹤0.01%
282
+169
1713
$19K ﹤0.01%
657
+126
1714
$19K ﹤0.01%
431
+128
1715
$18.9K ﹤0.01%
4,434
+59
1716
$18.9K ﹤0.01%
325
1717
$18.9K ﹤0.01%
85
-8
1718
$18.9K ﹤0.01%
502
+322
1719
$18.9K ﹤0.01%
943
-202
1720
$18.8K ﹤0.01%
3,602
+3,081
1721
$18.8K ﹤0.01%
521
-13
1722
$18.7K ﹤0.01%
+796
1723
$18.7K ﹤0.01%
1,065
1724
$18.7K ﹤0.01%
151
-10
1725
$18.7K ﹤0.01%
894
-96
67 68
69
70 71