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EWA

EverSource Wealth Advisors Portfolio holdings

AUM $3.27B
1-Year Est. Return 23.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.69%
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
+$10M
3
+$8.61M
4
RAA
SMI 3Fourteen REAL Asset Allocation ETF
RAA
+$7.12M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$6.73M

Top Sells

1
+$9.03M
2
+$8.15M
3
+$6.58M
4
COST icon
Costco
COST
+$4.56M
5
IIIV icon
i3 Verticals
IIIV
+$4.53M

Sector Composition

1 Technology 11.03%
2 Financials 6.4%
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
4101
– –
-18
4102
– –
-1,575
4103
– –
-373
4104
– –
-12
4105
– –
-35
4106
– –
-27
4107
– –
-10
4108
– –
-13
4109
– –
-141
4110
– –
-38
4111
– –
-5,000
4112
– –
-5,000
4113
– –
-14
4114
– –
-80
4115
– –
0
4116
– –
-38
4117
– –
-20
4118
– –
-46
4119
– –
-167
4120
– –
-30
4121
– –
-12
4122
– –
-27
4123
– –
-20
4124
– –
-3
4125
– –
-8
163 164
165
166 167