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
3876
$61 ﹤0.01%
+2
3877
$61 ﹤0.01%
+31
3878
$61 ﹤0.01%
+29
3879
$60 ﹤0.01%
5
3880
$59 ﹤0.01%
+11
3881
$58 ﹤0.01%
+65
3882
$57 ﹤0.01%
+5
3883
$56 ﹤0.01%
+1
3884
$56 ﹤0.01%
+13
3885
$56 ﹤0.01%
8
+5
3886
$54 ﹤0.01%
2
+1
3887
$54 ﹤0.01%
11
+9
3888
$54 ﹤0.01%
50
+49
3889
$53 ﹤0.01%
+2
3890
$53 ﹤0.01%
33
+29
3891
$52 ﹤0.01%
2
-27
3892
$51 ﹤0.01%
+1
3893
$51 ﹤0.01%
+1
3894
$51 ﹤0.01%
+2
3895
$50 ﹤0.01%
+13
3896
$50 ﹤0.01%
6
3897
$50 ﹤0.01%
+111
3898
$49 ﹤0.01%
4
-10
3899
$48 ﹤0.01%
+2
3900
$45 ﹤0.01%
+21
154 155
156
157 158