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
2651
$3.58K ﹤0.01%
10
-1
2652
$3.58K ﹤0.01%
51
2653
$3.58K ﹤0.01%
160
+123
2654
$3.56K ﹤0.01%
699
+229
2655
$3.56K ﹤0.01%
146
-12
2656
$3.55K ﹤0.01%
259
+220
2657
$3.53K ﹤0.01%
144
+138
2658
$3.53K ﹤0.01%
580
+447
2659
$3.52K ﹤0.01%
166
2660
$3.52K ﹤0.01%
15
+11
2661
$3.52K ﹤0.01%
+400
2662
$3.5K ﹤0.01%
77
+20
2663
$3.49K ﹤0.01%
255
+71
2664
$3.48K ﹤0.01%
49
+25
2665
$3.47K ﹤0.01%
198
+50
2666
$3.47K ﹤0.01%
203
+186
2667
$3.45K ﹤0.01%
31
+13
2668
$3.45K ﹤0.01%
107
+61
2669
$3.45K ﹤0.01%
157
+91
2670
$3.44K ﹤0.01%
713
+663
2671
$3.44K ﹤0.01%
236
+71
2672
$3.44K ﹤0.01%
29
+9
2673
$3.42K ﹤0.01%
243
+102
2674
$3.42K ﹤0.01%
381
+350
2675
$3.41K ﹤0.01%
59
+40
105 106
107
108 109