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
3226
$1K ﹤0.01%
61
+41
3227
$994 ﹤0.01%
110
-114
3228
$994 ﹤0.01%
+515
3229
$992 ﹤0.01%
75
+53
3230
$989 ﹤0.01%
+14
3231
$985 ﹤0.01%
+597
3232
$982 ﹤0.01%
44
+32
3233
$979 ﹤0.01%
40
3234
$970 ﹤0.01%
123
+97
3235
$962 ﹤0.01%
+200
3236
$956 ﹤0.01%
36
+28
3237
$956 ﹤0.01%
27
+23
3238
$954 ﹤0.01%
+10
3239
$954 ﹤0.01%
452
+209
3240
$953 ﹤0.01%
15
-49
3241
$951 ﹤0.01%
44
-13
3242
$949 ﹤0.01%
+1,664
3243
$946 ﹤0.01%
133
-2,921
3244
$945 ﹤0.01%
93
+82
3245
$945 ﹤0.01%
31
+30
3246
$942 ﹤0.01%
217
+99
3247
$941 ﹤0.01%
47
+38
3248
$941 ﹤0.01%
75
3249
$937 ﹤0.01%
571
+145
3250
$931 ﹤0.01%
28
-166
128 129
130
131 132