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
1976
$12.6K ﹤0.01%
7,813
+5,762
1977
$12.6K ﹤0.01%
743
+81
1978
$12.5K ﹤0.01%
160
+125
1979
$12.4K ﹤0.01%
51
+20
1980
$12.4K ﹤0.01%
204
+107
1981
$12.4K ﹤0.01%
192
+7
1982
$12.4K ﹤0.01%
190
-1,650
1983
$12.3K ﹤0.01%
868
+55
1984
$12.3K ﹤0.01%
123
+19
1985
$12.3K ﹤0.01%
210
-35
1986
$12.3K ﹤0.01%
390
+156
1987
$12.2K ﹤0.01%
2,063
+455
1988
$12.2K ﹤0.01%
80
+41
1989
$12.2K ﹤0.01%
479
-119
1990
$12.2K ﹤0.01%
272
-44
1991
$12.2K ﹤0.01%
552
+428
1992
$12.1K ﹤0.01%
463
+60
1993
$12.1K ﹤0.01%
95
-40
1994
$12.1K ﹤0.01%
131
+21
1995
$12.1K ﹤0.01%
73
+27
1996
$12.1K ﹤0.01%
1,208
+25
1997
$12.1K ﹤0.01%
388
+246
1998
$12.1K ﹤0.01%
330
-48
1999
$12.1K ﹤0.01%
76
+19
2000
$12.1K ﹤0.01%
665
+280
78 79
80
81 82