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
2351
$6.61K ﹤0.01%
56
+9
2352
$6.6K ﹤0.01%
22
+2
2353
$6.6K ﹤0.01%
1,042
-115
2354
$6.57K ﹤0.01%
112
+76
2355
$6.53K ﹤0.01%
320
+3
2356
$6.53K ﹤0.01%
86
-799
2357
$6.51K ﹤0.01%
111
2358
$6.49K ﹤0.01%
125
2359
$6.48K ﹤0.01%
187
+139
2360
$6.48K ﹤0.01%
90
-192
2361
$6.48K ﹤0.01%
346
+73
2362
$6.47K ﹤0.01%
207
+176
2363
$6.44K ﹤0.01%
32
+23
2364
$6.44K ﹤0.01%
+131
2365
$6.43K ﹤0.01%
93
2366
$6.42K ﹤0.01%
206
-63
2367
$6.41K ﹤0.01%
222
+193
2368
$6.41K ﹤0.01%
+249
2369
$6.39K ﹤0.01%
83
2370
$6.39K ﹤0.01%
+164
2371
$6.36K ﹤0.01%
388
+262
2372
$6.36K ﹤0.01%
+147
2373
$6.35K ﹤0.01%
351
+121
2374
$6.35K ﹤0.01%
778
-416
2375
$6.35K ﹤0.01%
217
+11
93 94
95
96 97