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
3276
$863 ﹤0.01%
482
+479
3277
$863 ﹤0.01%
150
+142
3278
$862 ﹤0.01%
98
+93
3279
$861 ﹤0.01%
730
+623
3280
$859 ﹤0.01%
12
-679
3281
$857 ﹤0.01%
25
+10
3282
$856 ﹤0.01%
616
+595
3283
$846 ﹤0.01%
80
+42
3284
$844 ﹤0.01%
100
-39
3285
$840 ﹤0.01%
+480
3286
$840 ﹤0.01%
+7
3287
$839 ﹤0.01%
17
3288
$832 ﹤0.01%
105
+94
3289
$830 ﹤0.01%
+64
3290
$828 ﹤0.01%
714
3291
$826 ﹤0.01%
+135
3292
$820 ﹤0.01%
88
+4
3293
$818 ﹤0.01%
291
+230
3294
$818 ﹤0.01%
74
+66
3295
$817 ﹤0.01%
115
+61
3296
$814 ﹤0.01%
+81
3297
$814 ﹤0.01%
38
-6
3298
$813 ﹤0.01%
+31
3299
$811 ﹤0.01%
16
3300
$809 ﹤0.01%
+570
130 131
132
133 134