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
151
$1.93M 0.11%
32,292
+11,489
152
$1.92M 0.11%
20,593
-1,330
153
$1.92M 0.11%
4,119
+674
154
$1.92M 0.11%
34,783
+5,316
155
$1.9M 0.1%
30,636
+2,972
156
$1.89M 0.1%
37,076
-547
157
$1.87M 0.1%
6,001
-2,820
158
$1.87M 0.1%
26,133
+9,977
159
$1.87M 0.1%
42,181
+10,721
160
$1.86M 0.1%
12,742
+7,148
161
$1.84M 0.1%
+53,608
162
$1.84M 0.1%
19,780
-419
163
$1.82M 0.1%
41,944
+3,136
164
$1.79M 0.1%
21,921
-3,701
165
$1.79M 0.1%
25,657
-435
166
$1.79M 0.1%
42,571
+6,042
167
$1.78M 0.1%
15,178
-785
168
$1.76M 0.1%
23,804
+13,400
169
$1.73M 0.1%
12,780
-3,194
170
$1.72M 0.09%
14,717
+1,557
171
$1.71M 0.09%
12,864
-7,636
172
$1.69M 0.09%
23,513
+1,941
173
$1.67M 0.09%
12,635
-360
174
$1.67M 0.09%
13,720
+868
175
$1.66M 0.09%
33,258
+916
5 6
7
8 9