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
476
$345K 0.02%
3,580
+1,100
477
$344K 0.02%
543
+73
478
$342K 0.02%
4,409
-2,559
479
$340K 0.02%
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480
$340K 0.02%
1,498
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481
$338K 0.02%
2,558
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482
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726
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483
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484
$333K 0.02%
8,803
+2,438
485
$331K 0.02%
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486
$330K 0.02%
2,006
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487
$330K 0.02%
12,990
+2,221
488
$330K 0.02%
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489
$328K 0.02%
9,383
-1,735
490
$326K 0.02%
3,188
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$325K 0.02%
6,008
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494
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495
$323K 0.02%
3,863
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496
$322K 0.02%
5,314
+1,132
497
$322K 0.02%
1,382
+165
498
$321K 0.02%
4,966
+1,334
499
$320K 0.02%
1,351
+247
500
$319K 0.02%
11,190
+1,655
18 19
20
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