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
1801
$16.5K ﹤0.01%
4,944
+16
1802
$16.5K ﹤0.01%
1,035
+566
1803
$16.5K ﹤0.01%
+570
1804
$16.4K ﹤0.01%
335
+201
1805
$16.4K ﹤0.01%
181
+96
1806
$16.3K ﹤0.01%
258
+226
1807
$16.3K ﹤0.01%
278
+55
1808
$16.3K ﹤0.01%
528
+299
1809
$16.3K ﹤0.01%
336
-329
1810
$16.2K ﹤0.01%
303
+114
1811
$16.2K ﹤0.01%
273
+2
1812
$16.2K ﹤0.01%
998
-174
1813
$16.2K ﹤0.01%
277
-12
1814
$16.2K ﹤0.01%
1,078
+665
1815
$16.2K ﹤0.01%
161
+39
1816
$16.1K ﹤0.01%
89
-580
1817
$16.1K ﹤0.01%
332
+3
1818
$16K ﹤0.01%
282
+60
1819
$16K ﹤0.01%
1,200
1820
$16K ﹤0.01%
2,500
-1,059
1821
$16K ﹤0.01%
48
+20
1822
$15.9K ﹤0.01%
1,753
-1
1823
$15.8K ﹤0.01%
103
+31
1824
$15.8K ﹤0.01%
+607
1825
$15.8K ﹤0.01%
509
+487
71 72
73
74 75