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
3851
$81 ﹤0.01%
49
+6
3852
$81 ﹤0.01%
46
-36
3853
$78 ﹤0.01%
7
-33
3854
$77 ﹤0.01%
2
-6
3855
$77 ﹤0.01%
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3856
$75 ﹤0.01%
+1
3857
$73 ﹤0.01%
1
-10
3858
$72 ﹤0.01%
+31
3859
$72 ﹤0.01%
1
3860
$72 ﹤0.01%
10
3861
$71 ﹤0.01%
105
+73
3862
$71 ﹤0.01%
46
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3863
$70 ﹤0.01%
+9
3864
$70 ﹤0.01%
+13
3865
$69 ﹤0.01%
1
-10
3866
$69 ﹤0.01%
1
-14
3867
$68 ﹤0.01%
34
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3868
$66 ﹤0.01%
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3869
$64 ﹤0.01%
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3870
$64 ﹤0.01%
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3871
$64 ﹤0.01%
+44
3872
$63 ﹤0.01%
30
-766
3873
$63 ﹤0.01%
+3
3874
$63 ﹤0.01%
+10
3875
$62 ﹤0.01%
+22
153 154
155
156 157