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
176
$1.66M 0.09%
33,955
+12,616
177
$1.63M 0.09%
12,907
-258
178
$1.62M 0.09%
+63,503
179
$1.6M 0.09%
45,061
+20,326
180
$1.6M 0.09%
19,396
-34
181
$1.6M 0.09%
30,040
+4,724
182
$1.59M 0.09%
33,454
+5,798
183
$1.57M 0.09%
15,642
+7,551
184
$1.57M 0.09%
22,316
+9,124
185
$1.57M 0.09%
48,748
-19,388
186
$1.55M 0.09%
50,269
+4,211
187
$1.54M 0.08%
10,011
+2,504
188
$1.53M 0.08%
4,644
+350
189
$1.52M 0.08%
16,404
+15,374
190
$1.51M 0.08%
30,620
+2,360
191
$1.5M 0.08%
36,059
-14,479
192
$1.47M 0.08%
14,624
+1,615
193
$1.4M 0.08%
5,735
+693
194
$1.39M 0.08%
8,746
+1,713
195
$1.38M 0.08%
5,643
-183
196
$1.38M 0.08%
13,063
-6,739
197
$1.37M 0.08%
26,263
+5,225
198
$1.37M 0.08%
9,761
+1,731
199
$1.37M 0.08%
2,035
+28
200
$1.36M 0.07%
26,571
+3,622
6 7
8
9 10