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
2426
$5.68K ﹤0.01%
167
-28
2427
$5.68K ﹤0.01%
646
+87
2428
$5.68K ﹤0.01%
114
+2
2429
$5.67K ﹤0.01%
1,708
+1,628
2430
$5.67K ﹤0.01%
106
+57
2431
$5.65K ﹤0.01%
259
+1
2432
$5.62K ﹤0.01%
164
+24
2433
$5.61K ﹤0.01%
97
+77
2434
$5.61K ﹤0.01%
431
-138
2435
$5.61K ﹤0.01%
222
+88
2436
$5.6K ﹤0.01%
178
+28
2437
$5.6K ﹤0.01%
+113
2438
$5.58K ﹤0.01%
891
+127
2439
$5.57K ﹤0.01%
385
+180
2440
$5.57K ﹤0.01%
623
-1,658
2441
$5.57K ﹤0.01%
32
+6
2442
$5.57K ﹤0.01%
223
+22
2443
$5.55K ﹤0.01%
146
+34
2444
$5.5K ﹤0.01%
681
+23
2445
$5.49K ﹤0.01%
1,154
+239
2446
$5.49K ﹤0.01%
34
-2
2447
$5.49K ﹤0.01%
38
+34
2448
$5.46K ﹤0.01%
39
2449
$5.46K ﹤0.01%
151
+53
2450
$5.45K ﹤0.01%
304
+157
96 97
98
99 100