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
1726
$18.6K ﹤0.01%
1,297
-66
1727
$18.5K ﹤0.01%
322
-52
1728
$18.5K ﹤0.01%
144
+31
1729
$18.4K ﹤0.01%
344
-2
1730
$18.4K ﹤0.01%
940
-317
1731
$18.4K ﹤0.01%
315
+125
1732
$18.4K ﹤0.01%
198
-5
1733
$18.3K ﹤0.01%
2,253
1734
$18.3K ﹤0.01%
1,541
-85
1735
$18.3K ﹤0.01%
1,738
+964
1736
$18.2K ﹤0.01%
232
1737
$18.1K ﹤0.01%
500
+499
1738
$18.1K ﹤0.01%
557
1739
$18.1K ﹤0.01%
97
+3
1740
$18K ﹤0.01%
382
+277
1741
$18K ﹤0.01%
80
-7
1742
$18K ﹤0.01%
188
+8
1743
$18K ﹤0.01%
1,252
+502
1744
$17.9K ﹤0.01%
660
-584
1745
$17.9K ﹤0.01%
1,557
+48
1746
$17.9K ﹤0.01%
3,216
+2,310
1747
$17.9K ﹤0.01%
535
-86,159
1748
$17.9K ﹤0.01%
157
+52
1749
$17.8K ﹤0.01%
1,019
+18
1750
$17.8K ﹤0.01%
41
+5
68 69
70
71 72