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
3951
$25 ﹤0.01%
1
-3
3952
$24 ﹤0.01%
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3953
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3954
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3955
$23 ﹤0.01%
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3956
$23 ﹤0.01%
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3957
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3958
$22 ﹤0.01%
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3959
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3960
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3961
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3962
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3963
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3964
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3965
$19 ﹤0.01%
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3966
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3967
$18 ﹤0.01%
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3970
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$16 ﹤0.01%
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3972
$16 ﹤0.01%
2
-6
3973
$16 ﹤0.01%
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3974
$16 ﹤0.01%
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3975
$16 ﹤0.01%
3
157 158
159
160 161