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
276
$846K 0.05%
11,609
+1,789
277
$846K 0.05%
5,786
+1,314
278
$829K 0.05%
3,130
-33,912
279
$828K 0.05%
27,758
+15,907
280
$824K 0.05%
2,361
+273
281
$824K 0.05%
6,760
+362
282
$824K 0.05%
33,849
-17,700
283
$821K 0.05%
8,595
+975
284
$817K 0.04%
4,733
+902
285
$812K 0.04%
4,028
+611
286
$806K 0.04%
32,390
+31,553
287
$803K 0.04%
2,629
+598
288
$800K 0.04%
21,639
+18
289
$792K 0.04%
2,904
+225
290
$789K 0.04%
1,586
+133
291
$788K 0.04%
2,609
+361
292
$787K 0.04%
10,395
+28
293
$781K 0.04%
10,604
-54
294
$781K 0.04%
33,851
-431
295
$761K 0.04%
12,730
-6,186
296
$759K 0.04%
3,832
+195
297
$753K 0.04%
22,995
+11,536
298
$753K 0.04%
10,617
+1,546
299
$750K 0.04%
11,027
+10,358
300
$749K 0.04%
20,348
+2,504
10 11
12
13 14