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
1851
$15.2K ﹤0.01%
1,707
+1,192
1852
$15.1K ﹤0.01%
1,350
1853
$15.1K ﹤0.01%
825
-482
1854
$15.1K ﹤0.01%
438
+311
1855
$15.1K ﹤0.01%
373
+229
1856
$15.1K ﹤0.01%
429
1857
$15K ﹤0.01%
164
-90
1858
$15K ﹤0.01%
497
+153
1859
$15K ﹤0.01%
2,078
+665
1860
$15K ﹤0.01%
1,276
+171
1861
$15K ﹤0.01%
102
+46
1862
$15K ﹤0.01%
1,500
1863
$15K ﹤0.01%
655
+169
1864
$14.9K ﹤0.01%
286
+249
1865
$14.9K ﹤0.01%
345
+80
1866
$14.9K ﹤0.01%
1,133
-151
1867
$14.9K ﹤0.01%
560
+382
1868
$14.9K ﹤0.01%
83
+26
1869
$14.8K ﹤0.01%
1,800
1870
$14.8K ﹤0.01%
633
-4,665
1871
$14.8K ﹤0.01%
94
+30
1872
$14.8K ﹤0.01%
647
+335
1873
$14.8K ﹤0.01%
573
+246
1874
$14.8K ﹤0.01%
429
+39
1875
$14.8K ﹤0.01%
159
-5
73 74
75
76 77