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
2326
$6.94K ﹤0.01%
387
-62
2327
$6.92K ﹤0.01%
213
+107
2328
$6.92K ﹤0.01%
+151
2329
$6.91K ﹤0.01%
339
+326
2330
$6.9K ﹤0.01%
3,451
-2,781
2331
$6.9K ﹤0.01%
115
+63
2332
$6.89K ﹤0.01%
1,025
+757
2333
$6.88K ﹤0.01%
117
+108
2334
$6.88K ﹤0.01%
394
-275
2335
$6.86K ﹤0.01%
2,407
-157
2336
$6.86K ﹤0.01%
453
-229
2337
$6.83K ﹤0.01%
303
+169
2338
$6.81K ﹤0.01%
120
-416
2339
$6.79K ﹤0.01%
380
+323
2340
$6.79K ﹤0.01%
256
+79
2341
$6.76K ﹤0.01%
+351
2342
$6.76K ﹤0.01%
165
2343
$6.75K ﹤0.01%
167
+130
2344
$6.75K ﹤0.01%
168
+128
2345
$6.73K ﹤0.01%
87
2346
$6.71K ﹤0.01%
283
+201
2347
$6.69K ﹤0.01%
234
+204
2348
$6.68K ﹤0.01%
994
+588
2349
$6.65K ﹤0.01%
1,080
+66
2350
$6.62K ﹤0.01%
20
+2
92 93
94
95 96