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
2401
$6.03K ﹤0.01%
378
2402
$6.02K ﹤0.01%
184
+102
2403
$6.02K ﹤0.01%
243
2404
$6.01K ﹤0.01%
320
2405
$6.01K ﹤0.01%
360
-650
2406
$6.01K ﹤0.01%
750
-1
2407
$6K ﹤0.01%
5
2408
$5.99K ﹤0.01%
+200
2409
$5.98K ﹤0.01%
98
2410
$5.96K ﹤0.01%
+203
2411
$5.94K ﹤0.01%
222
-436
2412
$5.92K ﹤0.01%
247
+150
2413
$5.92K ﹤0.01%
117
2414
$5.89K ﹤0.01%
185
2415
$5.86K ﹤0.01%
431
+135
2416
$5.84K ﹤0.01%
889
-75
2417
$5.84K ﹤0.01%
166
2418
$5.83K ﹤0.01%
270
2419
$5.81K ﹤0.01%
208
-29
2420
$5.8K ﹤0.01%
338
+29
2421
$5.8K ﹤0.01%
455
+303
2422
$5.75K ﹤0.01%
302
-995
2423
$5.75K ﹤0.01%
610
+253
2424
$5.73K ﹤0.01%
117
+55
2425
$5.7K ﹤0.01%
352
+159
95 96
97
98 99