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
1826
$15.7K ﹤0.01%
852
+216
1827
$15.7K ﹤0.01%
313
+60
1828
$15.7K ﹤0.01%
1,186
-3,687
1829
$15.7K ﹤0.01%
347
+115
1830
$15.6K ﹤0.01%
1,465
+317
1831
$15.6K ﹤0.01%
79
+41
1832
$15.6K ﹤0.01%
137
+40
1833
$15.5K ﹤0.01%
49
-209
1834
$15.5K ﹤0.01%
636
-12
1835
$15.5K ﹤0.01%
5,471
+35
1836
$15.5K ﹤0.01%
383
-344
1837
$15.4K ﹤0.01%
769
1838
$15.4K ﹤0.01%
604
+326
1839
$15.4K ﹤0.01%
54
+17
1840
$15.4K ﹤0.01%
430
+395
1841
$15.4K ﹤0.01%
1,943
+98
1842
$15.4K ﹤0.01%
490
-24
1843
$15.4K ﹤0.01%
584
1844
$15.3K ﹤0.01%
513
+83
1845
$15.3K ﹤0.01%
1,011
-257
1846
$15.3K ﹤0.01%
540
+365
1847
$15.2K ﹤0.01%
575
-80
1848
$15.2K ﹤0.01%
405
-574
1849
$15.2K ﹤0.01%
183
-625
1850
$15.2K ﹤0.01%
773
+484
72 73
74
75 76