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
3326
$746 ﹤0.01%
481
3327
$746 ﹤0.01%
497
+52
3328
$744 ﹤0.01%
+22
3329
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+11
3330
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160
+3
3331
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93
+69
3332
$727 ﹤0.01%
22
3333
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+282
3334
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14
+7
3335
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3336
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-13
3337
$714 ﹤0.01%
115
+76
3338
$713 ﹤0.01%
+3
3339
$711 ﹤0.01%
334
+322
3340
$702 ﹤0.01%
92
-87
3341
$701 ﹤0.01%
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3342
$701 ﹤0.01%
28
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3343
$700 ﹤0.01%
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3344
$698 ﹤0.01%
35
+4
3345
$692 ﹤0.01%
23
+3
3346
$692 ﹤0.01%
+17
3347
$691 ﹤0.01%
157
+60
3348
$688 ﹤0.01%
48
-367
3349
$684 ﹤0.01%
+300
3350
$684 ﹤0.01%
11
+8
132 133
134
135 136