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
401
$450K 0.02%
10,925
+605
402
$447K 0.02%
2,532
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403
$447K 0.02%
2,211
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406
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407
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408
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409
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+2,068
410
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1,042
-709
411
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12,805
+10
412
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4,551
-419
413
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5,931
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414
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7,139
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415
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416
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418
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419
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420
$428K 0.02%
18,001
-5,504
421
$425K 0.02%
17,110
-2,086
422
$425K 0.02%
17,039
+134
423
$424K 0.02%
1,353
+627
424
$422K 0.02%
11,668
-1,279
425
$422K 0.02%
6,429
+2,539
15 16
17
18 19