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
2376
$6.34K ﹤0.01%
1,014
-151
2377
$6.33K ﹤0.01%
287
+1
2378
$6.33K ﹤0.01%
107
+50
2379
$6.33K ﹤0.01%
261
+162
2380
$6.32K ﹤0.01%
551
+500
2381
$6.31K ﹤0.01%
175
-764
2382
$6.29K ﹤0.01%
720
+497
2383
$6.27K ﹤0.01%
75
+17
2384
$6.26K ﹤0.01%
456
-2
2385
$6.26K ﹤0.01%
23
+2
2386
$6.24K ﹤0.01%
277
+39
2387
$6.22K ﹤0.01%
786
-670
2388
$6.21K ﹤0.01%
519
-453
2389
$6.2K ﹤0.01%
63
+50
2390
$6.18K ﹤0.01%
123
+76
2391
$6.17K ﹤0.01%
36
+29
2392
$6.17K ﹤0.01%
321
2393
$6.13K ﹤0.01%
13
-335
2394
$6.13K ﹤0.01%
2,491
+1,851
2395
$6.13K ﹤0.01%
1,030
-40
2396
$6.1K ﹤0.01%
+228
2397
$6.05K ﹤0.01%
158
+33
2398
$6.04K ﹤0.01%
196
+59
2399
$6.04K ﹤0.01%
230
+46
2400
$6.04K ﹤0.01%
1,030
+634
94 95
96
97 98