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
201
$1.35M 0.07%
21,427
-2,820
202
$1.35M 0.07%
50,388
+22,355
203
$1.35M 0.07%
21,885
+5,458
204
$1.33M 0.07%
21,973
+3,502
205
$1.32M 0.07%
7,966
-1,496
206
$1.32M 0.07%
42,005
+23,443
207
$1.31M 0.07%
5,407
+346
208
$1.3M 0.07%
41,806
-17,860
209
$1.28M 0.07%
27,909
+5,511
210
$1.27M 0.07%
6,688
+3,383
211
$1.27M 0.07%
41,034
-571
212
$1.26M 0.07%
14,076
+439
213
$1.23M 0.07%
39,790
+20,465
214
$1.22M 0.07%
43,186
+5,596
215
$1.21M 0.07%
10,506
+46
216
$1.21M 0.07%
16,017
+978
217
$1.19M 0.07%
6,906
-1,068
218
$1.18M 0.06%
5,005
+988
219
$1.16M 0.06%
7,977
+179
220
$1.15M 0.06%
4,642
+1,106
221
$1.15M 0.06%
11,636
+1,946
222
$1.14M 0.06%
4,894
+346
223
$1.13M 0.06%
2,529
+229
224
$1.12M 0.06%
4,171
+605
225
$1.1M 0.06%
4,264
-166
7 8
9
10 11