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
3726
$170 ﹤0.01%
7
-34
3727
$169 ﹤0.01%
+64
3728
$169 ﹤0.01%
+7
3729
$169 ﹤0.01%
+15
3730
$167 ﹤0.01%
139
+133
3731
$166 ﹤0.01%
+25
3732
$164 ﹤0.01%
+127
3733
$160 ﹤0.01%
6
+1
3734
$159 ﹤0.01%
19
-5
3735
$159 ﹤0.01%
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3736
$158 ﹤0.01%
+12
3737
$157 ﹤0.01%
+12
3738
$155 ﹤0.01%
25
+8
3739
$155 ﹤0.01%
5
-4
3740
$155 ﹤0.01%
+5
3741
$155 ﹤0.01%
13
+3
3742
$153 ﹤0.01%
10
+7
3743
$153 ﹤0.01%
10
-69
3744
$152 ﹤0.01%
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+90
3745
$151 ﹤0.01%
+5
3746
$151 ﹤0.01%
4
-1
3747
$151 ﹤0.01%
+8
3748
$151 ﹤0.01%
16
+1
3749
$150 ﹤0.01%
4
-35
3750
$150 ﹤0.01%
55
+45
148 149
150
151 152