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
2626
$3.79K ﹤0.01%
2,280
+1,134
2627
$3.78K ﹤0.01%
213
+189
2628
$3.78K ﹤0.01%
91
+21
2629
$3.78K ﹤0.01%
121
+97
2630
$3.76K ﹤0.01%
304
+200
2631
$3.75K ﹤0.01%
185
-5
2632
$3.75K ﹤0.01%
84
+60
2633
$3.75K ﹤0.01%
57
2634
$3.75K ﹤0.01%
65
+1
2635
$3.75K ﹤0.01%
63
-6
2636
$3.74K ﹤0.01%
93
+42
2637
$3.72K ﹤0.01%
705
+585
2638
$3.71K ﹤0.01%
141
+91
2639
$3.71K ﹤0.01%
237
+153
2640
$3.71K ﹤0.01%
297
+182
2641
$3.68K ﹤0.01%
1,355
+583
2642
$3.68K ﹤0.01%
133
+121
2643
$3.67K ﹤0.01%
49
+45
2644
$3.67K ﹤0.01%
850
+675
2645
$3.65K ﹤0.01%
424
+379
2646
$3.63K ﹤0.01%
200
-300
2647
$3.63K ﹤0.01%
239
+149
2648
$3.63K ﹤0.01%
24
-2
2649
$3.6K ﹤0.01%
132
-11
2650
$3.59K ﹤0.01%
1,189
-903
104 105
106
107 108