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
2301
$7.18K ﹤0.01%
180
+22
2302
$7.16K ﹤0.01%
336
+208
2303
$7.16K ﹤0.01%
+70
2304
$7.14K ﹤0.01%
215
-307
2305
$7.13K ﹤0.01%
587
+520
2306
$7.13K ﹤0.01%
169
+107
2307
$7.12K ﹤0.01%
257
+110
2308
$7.12K ﹤0.01%
962
+831
2309
$7.11K ﹤0.01%
806
+89
2310
$7.09K ﹤0.01%
439
+272
2311
$7.08K ﹤0.01%
556
+453
2312
$7.05K ﹤0.01%
164
+2
2313
$7.05K ﹤0.01%
528
+491
2314
$7.05K ﹤0.01%
34
+1
2315
$7.04K ﹤0.01%
296
+72
2316
$7.04K ﹤0.01%
391
+66
2317
$7.04K ﹤0.01%
339
+281
2318
$7K ﹤0.01%
200
+13
2319
$7K ﹤0.01%
229
+39
2320
$6.97K ﹤0.01%
441
-12
2321
$6.97K ﹤0.01%
312
-14
2322
$6.97K ﹤0.01%
687
+425
2323
$6.96K ﹤0.01%
76
+18
2324
$6.95K ﹤0.01%
238
+6
2325
$6.94K ﹤0.01%
78
91 92
93
94 95