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
3451
$505 ﹤0.01%
+145
3452
$504 ﹤0.01%
10
3453
$502 ﹤0.01%
128
+66
3454
$501 ﹤0.01%
22
3455
$501 ﹤0.01%
234
3456
$500 ﹤0.01%
27
+22
3457
$499 ﹤0.01%
169
-22
3458
$496 ﹤0.01%
+10
3459
$494 ﹤0.01%
52
+10
3460
$493 ﹤0.01%
+61
3461
$490 ﹤0.01%
+20
3462
$487 ﹤0.01%
10
-683
3463
$487 ﹤0.01%
6
3464
$486 ﹤0.01%
187
+55
3465
$485 ﹤0.01%
110
+68
3466
$483 ﹤0.01%
239
+172
3467
$483 ﹤0.01%
+88
3468
$478 ﹤0.01%
2
-91
3469
$475 ﹤0.01%
+18
3470
$474 ﹤0.01%
17
3471
$474 ﹤0.01%
+484
3472
$472 ﹤0.01%
26
-346
3473
$469 ﹤0.01%
20
+16
3474
$468 ﹤0.01%
25
-70
3475
$468 ﹤0.01%
+22
137 138
139
140 141