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
2801
$2.63K ﹤0.01%
63
+17
2802
$2.62K ﹤0.01%
397
+390
2803
$2.61K ﹤0.01%
69
+18
2804
$2.61K ﹤0.01%
150
+103
2805
$2.58K ﹤0.01%
50
-53
2806
$2.58K ﹤0.01%
49
+20
2807
$2.57K ﹤0.01%
70
-15
2808
$2.57K ﹤0.01%
36
+26
2809
$2.57K ﹤0.01%
118
+24
2810
$2.56K ﹤0.01%
50
2811
$2.55K ﹤0.01%
50
2812
$2.53K ﹤0.01%
136
+112
2813
$2.53K ﹤0.01%
521
-2
2814
$2.53K ﹤0.01%
182
-10
2815
$2.53K ﹤0.01%
126
+95
2816
$2.52K ﹤0.01%
517
+464
2817
$2.52K ﹤0.01%
35
-91
2818
$2.52K ﹤0.01%
825
+787
2819
$2.52K ﹤0.01%
64
-94
2820
$2.51K ﹤0.01%
106
+64
2821
$2.51K ﹤0.01%
+112
2822
$2.51K ﹤0.01%
29
+1
2823
$2.5K ﹤0.01%
+97
2824
$2.5K ﹤0.01%
97
2825
$2.5K ﹤0.01%
55
+45
111 112
113
114 115