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
2451
$5.43K ﹤0.01%
564
-369
2452
$5.43K ﹤0.01%
275
2453
$5.42K ﹤0.01%
318
-626
2454
$5.42K ﹤0.01%
1,038
+893
2455
$5.41K ﹤0.01%
283
+5
2456
$5.35K ﹤0.01%
108
-37
2457
$5.34K ﹤0.01%
209
+1
2458
$5.32K ﹤0.01%
493
-22
2459
$5.32K ﹤0.01%
537
+378
2460
$5.32K ﹤0.01%
166
+91
2461
$5.31K ﹤0.01%
5,379
+5,127
2462
$5.3K ﹤0.01%
659
+295
2463
$5.26K ﹤0.01%
110
-36
2464
$5.25K ﹤0.01%
243
+113
2465
$5.24K ﹤0.01%
230
+55
2466
$5.24K ﹤0.01%
124
-941
2467
$5.24K ﹤0.01%
176
2468
$5.22K ﹤0.01%
150
+141
2469
$5.21K ﹤0.01%
78
+76
2470
$5.21K ﹤0.01%
82
-6
2471
$5.21K ﹤0.01%
57
+43
2472
$5.19K ﹤0.01%
59
+7
2473
$5.18K ﹤0.01%
170
+13
2474
$5.18K ﹤0.01%
100
2475
$5.16K ﹤0.01%
152
+150
97 98
99
100 101