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
2276
$7.5K ﹤0.01%
75
+19
2277
$7.5K ﹤0.01%
105
2278
$7.5K ﹤0.01%
124
+69
2279
$7.5K ﹤0.01%
117
2280
$7.49K ﹤0.01%
217
+50
2281
$7.46K ﹤0.01%
320
-300
2282
$7.44K ﹤0.01%
28
+15
2283
$7.44K ﹤0.01%
101
-25
2284
$7.44K ﹤0.01%
100
2285
$7.43K ﹤0.01%
45
-506
2286
$7.42K ﹤0.01%
251
+156
2287
$7.41K ﹤0.01%
222
+112
2288
$7.39K ﹤0.01%
94
+11
2289
$7.36K ﹤0.01%
65
+37
2290
$7.36K ﹤0.01%
395
+301
2291
$7.33K ﹤0.01%
105
-76
2292
$7.3K ﹤0.01%
672
-141
2293
$7.3K ﹤0.01%
4,677
+2,095
2294
$7.29K ﹤0.01%
113
+81
2295
$7.29K ﹤0.01%
733
-87
2296
$7.26K ﹤0.01%
409
+349
2297
$7.24K ﹤0.01%
100
2298
$7.24K ﹤0.01%
137
-3,644
2299
$7.22K ﹤0.01%
331
+115
2300
$7.19K ﹤0.01%
1,021
+984
90 91
92
93 94