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
1926
$13.5K ﹤0.01%
197
-17
1927
$13.5K ﹤0.01%
5
+1
1928
$13.5K ﹤0.01%
483
+109
1929
$13.5K ﹤0.01%
82
-75
1930
$13.4K ﹤0.01%
115
-65
1931
$13.4K ﹤0.01%
696
+250
1932
$13.4K ﹤0.01%
46
+9
1933
$13.4K ﹤0.01%
1,415
-5
1934
$13.4K ﹤0.01%
924
+513
1935
$13.4K ﹤0.01%
93
-15
1936
$13.3K ﹤0.01%
583
+7
1937
$13.3K ﹤0.01%
170
+21
1938
$13.3K ﹤0.01%
172
+135
1939
$13.2K ﹤0.01%
116
+82
1940
$13.2K ﹤0.01%
68
+6
1941
$13.2K ﹤0.01%
2,922
-2
1942
$13.2K ﹤0.01%
1,518
-802
1943
$13.2K ﹤0.01%
861
-8,304
1944
$13.2K ﹤0.01%
1,035
-20,110
1945
$13.2K ﹤0.01%
89
+1
1946
$13.2K ﹤0.01%
522
-11
1947
$13.1K ﹤0.01%
907
+224
1948
$13.1K ﹤0.01%
53
-322
1949
$13.1K ﹤0.01%
177
+29
1950
$13.1K ﹤0.01%
946
+677
76 77
78
79 80