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
3751
$150 ﹤0.01%
20
-72
3752
$148 ﹤0.01%
+6
3753
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3754
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3755
$144 ﹤0.01%
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3756
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3757
$143 ﹤0.01%
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3758
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3759
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3760
$141 ﹤0.01%
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3761
$139 ﹤0.01%
11
-35
3762
$139 ﹤0.01%
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3763
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80
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3764
$136 ﹤0.01%
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3765
$135 ﹤0.01%
28
+10
3766
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3767
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3768
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3769
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3770
$133 ﹤0.01%
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+6
3771
$133 ﹤0.01%
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3772
$132 ﹤0.01%
234
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3773
$132 ﹤0.01%
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-22
3774
$130 ﹤0.01%
+3
3775
$130 ﹤0.01%
+21
149 150
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