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
2476
$5.15K ﹤0.01%
76
-88
2477
$5.15K ﹤0.01%
438
+82
2478
$5.14K ﹤0.01%
144
+124
2479
$5.12K ﹤0.01%
+204
2480
$5.12K ﹤0.01%
387
+29
2481
$5.11K ﹤0.01%
111
+77
2482
$5.11K ﹤0.01%
146
+99
2483
$5.1K ﹤0.01%
254
-12
2484
$5.09K ﹤0.01%
55
-171
2485
$5.08K ﹤0.01%
334
2486
$5.07K ﹤0.01%
172
+130
2487
$5.07K ﹤0.01%
91
+14
2488
$5.03K ﹤0.01%
208
+9
2489
$5.01K ﹤0.01%
83
+43
2490
$4.99K ﹤0.01%
80
+20
2491
$4.99K ﹤0.01%
28
+23
2492
$4.95K ﹤0.01%
143
+35
2493
$4.95K ﹤0.01%
407
+60
2494
$4.94K ﹤0.01%
+90
2495
$4.94K ﹤0.01%
160
+32
2496
$4.93K ﹤0.01%
85
-57
2497
$4.93K ﹤0.01%
18
+5
2498
$4.92K ﹤0.01%
33
+11
2499
$4.92K ﹤0.01%
431
+357
2500
$4.92K ﹤0.01%
211
+51
98 99
100
101 102