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
951
$89.6K ﹤0.01%
3,648
-83
952
$89.2K ﹤0.01%
5,989
-419
953
$89.1K ﹤0.01%
11,482
-20,488
954
$89.1K ﹤0.01%
1,667
+691
955
$88.7K ﹤0.01%
2,119
-302
956
$88.6K ﹤0.01%
+1,700
957
$88.5K ﹤0.01%
4,208
-1,506
958
$88.4K ﹤0.01%
1,603
+780
959
$88.4K ﹤0.01%
2,282
-1,907
960
$88.3K ﹤0.01%
469
+17
961
$87.9K ﹤0.01%
1,022
-1,405
962
$87.8K ﹤0.01%
328
-709
963
$87.6K ﹤0.01%
2,499
-7,365
964
$87.4K ﹤0.01%
91
+3
965
$86.9K ﹤0.01%
1,048
+194
966
$86.8K ﹤0.01%
1,150
-3,150
967
$86.8K ﹤0.01%
364
+47
968
$86.5K ﹤0.01%
7,500
+1,500
969
$86K ﹤0.01%
5,792
+701
970
$85.6K ﹤0.01%
1,066
+72
971
$85.6K ﹤0.01%
541
+145
972
$85.6K ﹤0.01%
4,047
-2,515
973
$85.3K ﹤0.01%
2,203
-436
974
$85.3K ﹤0.01%
1,076
-1,641
975
$85.1K ﹤0.01%
1,888
-1,379
37 38
39
40 41