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
3351
$683 ﹤0.01%
106
+81
3352
$681 ﹤0.01%
77
+74
3353
$675 ﹤0.01%
668
+666
3354
$674 ﹤0.01%
166
+156
3355
$674 ﹤0.01%
69
+4
3356
$673 ﹤0.01%
228
+83
3357
$671 ﹤0.01%
18
+6
3358
$670 ﹤0.01%
17
+5
3359
$669 ﹤0.01%
86
+74
3360
$668 ﹤0.01%
557
+531
3361
$665 ﹤0.01%
95
+75
3362
$664 ﹤0.01%
49
-1
3363
$663 ﹤0.01%
+19
3364
$660 ﹤0.01%
40
+13
3365
$658 ﹤0.01%
+30
3366
$657 ﹤0.01%
21
3367
$656 ﹤0.01%
243
+201
3368
$650 ﹤0.01%
+3
3369
$650 ﹤0.01%
15
-5
3370
$648 ﹤0.01%
10
+3
3371
$645 ﹤0.01%
6
+2
3372
$644 ﹤0.01%
+15
3373
$639 ﹤0.01%
24
+17
3374
$638 ﹤0.01%
54
3375
$638 ﹤0.01%
+485
133 134
135
136 137