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
501
$318K 0.02%
1,612
+359
502
$318K 0.02%
9,650
-250
503
$318K 0.02%
1,577
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504
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505
$317K 0.02%
7,346
506
$315K 0.02%
4,970
-961
507
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3,050
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508
$314K 0.02%
3,920
+1,879
509
$313K 0.02%
1,777
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510
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2,318
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511
$312K 0.02%
2,046
+71
512
$312K 0.02%
10,355
513
$311K 0.02%
5,349
-1,170
514
$309K 0.02%
503
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515
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5,636
+182
516
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1,201
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517
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519
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4,380
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520
$303K 0.02%
9,159
+1,096
521
$303K 0.02%
2,751
+359
522
$302K 0.02%
98,629
-1,058
523
$302K 0.02%
3,756
+727
524
$301K 0.02%
2,373
+203
525
$301K 0.02%
18,622
+20
19 20
21
22 23