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
826
$125K 0.01%
1,534
827
$125K 0.01%
1,249
+578
828
$125K 0.01%
3,389
+120
829
$125K 0.01%
988
-30
830
$125K 0.01%
1,516
+270
831
$124K 0.01%
6,124
+285
832
$124K 0.01%
67
+19
833
$124K 0.01%
3,551
+744
834
$124K 0.01%
3,772
835
$123K 0.01%
796
+551
836
$123K 0.01%
1,007
-1,706
837
$123K 0.01%
455
+39
838
$122K 0.01%
1,336
839
$122K 0.01%
3,542
+3,190
840
$121K 0.01%
1,025
+200
841
$121K 0.01%
1,327
+891
842
$120K 0.01%
31,495
+10,258
843
$120K 0.01%
1,736
+1,257
844
$120K 0.01%
7,738
-8,580
845
$119K 0.01%
527
+225
846
$119K 0.01%
2,048
+53
847
$119K 0.01%
4,637
-128
848
$119K 0.01%
1,672
+18
849
$119K 0.01%
1,659
+169
850
$118K 0.01%
12,354
+2,405
32 33
34
35 36