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
876
$109K 0.01%
1,884
877
$109K 0.01%
2,284
-3
878
$109K 0.01%
2,658
+57
879
$109K 0.01%
2,199
+389
880
$108K 0.01%
1,723
+4
881
$107K 0.01%
338
-133
882
$107K 0.01%
1,258
+199
883
$106K 0.01%
614
+253
884
$106K 0.01%
630
+358
885
$106K 0.01%
1,147
+180
886
$105K 0.01%
1,050
+383
887
$105K 0.01%
204
-2,626
888
$105K 0.01%
628
+227
889
$105K 0.01%
2,515
+1,108
890
$104K 0.01%
2,311
+179
891
$104K 0.01%
474
-619
892
$103K 0.01%
929
-62
893
$103K 0.01%
868
+290
894
$103K 0.01%
858
-6,578
895
$103K 0.01%
2,847
+775
896
$103K 0.01%
9,716
-9,962
897
$103K 0.01%
2,417
-59
898
$103K 0.01%
4,305
+1,149
899
$102K 0.01%
1,720
-15
900
$102K 0.01%
689
-177
34 35
36
37 38