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
251
$983K 0.05%
9,830
+433
252
$982K 0.05%
5,462
+1,252
253
$960K 0.05%
37,839
+1,227
254
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4,341
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255
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5,531
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256
$954K 0.05%
33,659
+3,389
257
$948K 0.05%
2,783
+35
258
$945K 0.05%
6,303
-3,151
259
$944K 0.05%
3,025
-1,594
260
$931K 0.05%
5,501
+224
261
$923K 0.05%
19,445
+4,418
262
$923K 0.05%
31,391
+3,594
263
$910K 0.05%
6,894
+598
264
$909K 0.05%
9,214
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265
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7,637
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266
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267
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6,400
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268
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18,008
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269
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14,517
-2,248
270
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11,066
-14,339
271
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3,749
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272
$864K 0.05%
30,416
273
$862K 0.05%
2,549
+42
274
$850K 0.05%
2,780
+293
275
$847K 0.05%
6,601
+411
9 10
11
12 13