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
576
$255K 0.01%
5,886
-81
577
$254K 0.01%
593
+159
578
$254K 0.01%
3,133
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579
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581
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582
$247K 0.01%
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583
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584
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-47,131
585
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1,985
+1,020
586
$242K 0.01%
2,532
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2,166
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588
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-1,612
589
$241K 0.01%
2,323
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595
$234K 0.01%
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596
$233K 0.01%
6,994
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597
$231K 0.01%
2,066
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$230K 0.01%
1,665
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599
$230K 0.01%
4,062
+1,342
600
$230K 0.01%
1,744
22 23
24
25 26