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
1901
$14K ﹤0.01%
111
+67
1902
$14K ﹤0.01%
273
-4,517
1903
$14K ﹤0.01%
138
+10
1904
$13.9K ﹤0.01%
1,154
-65
1905
$13.9K ﹤0.01%
1,020
1906
$13.9K ﹤0.01%
150
-1,365
1907
$13.8K ﹤0.01%
43
+20
1908
$13.8K ﹤0.01%
713
+11
1909
$13.8K ﹤0.01%
388
+46
1910
$13.8K ﹤0.01%
704
-22
1911
$13.8K ﹤0.01%
416
1912
$13.8K ﹤0.01%
266
+106
1913
$13.8K ﹤0.01%
70
+7
1914
$13.7K ﹤0.01%
713
+32
1915
$13.7K ﹤0.01%
306
+246
1916
$13.7K ﹤0.01%
480
-93
1917
$13.7K ﹤0.01%
382
+124
1918
$13.7K ﹤0.01%
155
+16
1919
$13.7K ﹤0.01%
567
+189
1920
$13.7K ﹤0.01%
73
-198
1921
$13.6K ﹤0.01%
988
-251
1922
$13.6K ﹤0.01%
293
+17
1923
$13.6K ﹤0.01%
677
+51
1924
$13.5K ﹤0.01%
631
-5,237
1925
$13.5K ﹤0.01%
176
+41
75 76
77
78 79