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
2001
$12.1K ﹤0.01%
2,209
+1,262
2002
$12.1K ﹤0.01%
676
-32
2003
$12.1K ﹤0.01%
1,390
+54
2004
$12.1K ﹤0.01%
207
+188
2005
$12K ﹤0.01%
282
+4
2006
$12K ﹤0.01%
583
-617
2007
$12K ﹤0.01%
59
+23
2008
$12K ﹤0.01%
2,316
+1,846
2009
$12K ﹤0.01%
2,320
+1,678
2010
$12K ﹤0.01%
255
-833
2011
$12K ﹤0.01%
849
+294
2012
$11.9K ﹤0.01%
1,450
+374
2013
$11.9K ﹤0.01%
86
+10
2014
$11.9K ﹤0.01%
83
-40
2015
$11.8K ﹤0.01%
656
-58
2016
$11.8K ﹤0.01%
1,568
+362
2017
$11.7K ﹤0.01%
273
-2,593
2018
$11.7K ﹤0.01%
232
+97
2019
$11.7K ﹤0.01%
428
+402
2020
$11.7K ﹤0.01%
467
+9
2021
$11.6K ﹤0.01%
514
-73
2022
$11.6K ﹤0.01%
584
+430
2023
$11.6K ﹤0.01%
302
-125
2024
$11.6K ﹤0.01%
240
-193
2025
$11.6K ﹤0.01%
325
+240
79 80
81
82 83