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
451
$370K 0.02%
3,739
-5,386
452
$369K 0.02%
742
+21
453
$369K 0.02%
2,648
+1,033
454
$368K 0.02%
7,300
-3,313
455
$368K 0.02%
5,731
-1,875
456
$367K 0.02%
920
+238
457
$367K 0.02%
3,648
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458
$366K 0.02%
3,249
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459
$366K 0.02%
12,492
-14,440
460
$363K 0.02%
3,832
+9
461
$362K 0.02%
6,247
+1,119
462
$362K 0.02%
2,832
-12
463
$361K 0.02%
10,681
+1,258
464
$358K 0.02%
1,535
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465
$358K 0.02%
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466
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12,063
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470
$351K 0.02%
3,535
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471
$349K 0.02%
11,348
472
$349K 0.02%
15,048
-2,380
473
$348K 0.02%
3,609
+190
474
$347K 0.02%
613
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475
$345K 0.02%
2,301
+349
17 18
19
20 21