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
1751
$17.8K ﹤0.01%
265
+194
1752
$17.7K ﹤0.01%
619
+187
1753
$17.7K ﹤0.01%
186
+113
1754
$17.7K ﹤0.01%
+1,325
1755
$17.7K ﹤0.01%
366
+340
1756
$17.5K ﹤0.01%
438
+173
1757
$17.5K ﹤0.01%
274
+175
1758
$17.5K ﹤0.01%
224
-10
1759
$17.5K ﹤0.01%
750
1760
$17.4K ﹤0.01%
1,866
-314
1761
$17.4K ﹤0.01%
450
+37
1762
$17.4K ﹤0.01%
483
+21
1763
$17.4K ﹤0.01%
339
-6
1764
$17.4K ﹤0.01%
419
-932
1765
$17.3K ﹤0.01%
225
-18
1766
$17.3K ﹤0.01%
85
-72
1767
$17.3K ﹤0.01%
1,506
-133,362
1768
$17.3K ﹤0.01%
164
+80
1769
$17.3K ﹤0.01%
197
+98
1770
$17.2K ﹤0.01%
18,500
-5,952
1771
$17.2K ﹤0.01%
200
+96
1772
$17.2K ﹤0.01%
280
+1
1773
$17.2K ﹤0.01%
78
-144
1774
$17.1K ﹤0.01%
614
+109
1775
$17.1K ﹤0.01%
436
+178
69 70
71
72 73