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
1951
$13.1K ﹤0.01%
86
+13
1952
$13.1K ﹤0.01%
836
-5
1953
$13.1K ﹤0.01%
919
+245
1954
$13K ﹤0.01%
129
1955
$13K ﹤0.01%
510
+53
1956
$13K ﹤0.01%
25
+9
1957
$13K ﹤0.01%
161
+97
1958
$13K ﹤0.01%
165
+59
1959
$12.9K ﹤0.01%
1,842
1960
$12.9K ﹤0.01%
434
+81
1961
$12.9K ﹤0.01%
2,122
-64
1962
$12.9K ﹤0.01%
191
+174
1963
$12.9K ﹤0.01%
1,324
+1,221
1964
$12.9K ﹤0.01%
132
-13
1965
$12.9K ﹤0.01%
314
+246
1966
$12.8K ﹤0.01%
207
+9
1967
$12.8K ﹤0.01%
7,294
-704
1968
$12.8K ﹤0.01%
3,275
+1,115
1969
$12.8K ﹤0.01%
300
1970
$12.7K ﹤0.01%
472
+2
1971
$12.7K ﹤0.01%
812
+36
1972
$12.7K ﹤0.01%
736
+3
1973
$12.7K ﹤0.01%
150
+11
1974
$12.6K ﹤0.01%
171
+103
1975
$12.6K ﹤0.01%
169
+33
77 78
79
80 81