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
426
$422K 0.02%
2,036
+531
427
$419K 0.02%
+17,619
428
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1,271
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429
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431
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21,415
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432
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4,100
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435
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436
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10,165
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437
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3,926
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438
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5,173
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440
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16,701
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444
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4,284
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447
$372K 0.02%
12,624
+428
448
$371K 0.02%
3,336
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449
$370K 0.02%
3,374
+219
450
$370K 0.02%
1,309
-32
16 17
18
19 20