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
1876
$14.8K ﹤0.01%
456
1877
$14.7K ﹤0.01%
4,786
+591
1878
$14.7K ﹤0.01%
160
-30
1879
$14.6K ﹤0.01%
114
+10
1880
$14.6K ﹤0.01%
3,033
+541
1881
$14.6K ﹤0.01%
456
1882
$14.5K ﹤0.01%
192
-16
1883
$14.5K ﹤0.01%
250
+121
1884
$14.5K ﹤0.01%
161
-49
1885
$14.5K ﹤0.01%
67
+50
1886
$14.3K ﹤0.01%
364
+291
1887
$14.3K ﹤0.01%
77
+7
1888
$14.3K ﹤0.01%
+252
1889
$14.3K ﹤0.01%
744
+137
1890
$14.2K ﹤0.01%
834
+77
1891
$14.2K ﹤0.01%
373
+138
1892
$14.2K ﹤0.01%
+226
1893
$14.2K ﹤0.01%
477
+372
1894
$14.2K ﹤0.01%
93
-248
1895
$14.1K ﹤0.01%
675
+63
1896
$14.1K ﹤0.01%
417
-198
1897
$14K ﹤0.01%
388
+234
1898
$14K ﹤0.01%
531
+95
1899
$14K ﹤0.01%
365
+240
1900
$14K ﹤0.01%
625
+18
74 75
76
77 78