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
1626
$22.6K ﹤0.01%
1,087
-59
1627
$22.5K ﹤0.01%
479
-43
1628
$22.5K ﹤0.01%
661
+380
1629
$22.4K ﹤0.01%
900
+20
1630
$22.4K ﹤0.01%
2,731
-355
1631
$22.3K ﹤0.01%
326
+193
1632
$22.3K ﹤0.01%
384
+72
1633
$22.3K ﹤0.01%
+395
1634
$22.2K ﹤0.01%
2,457
+349
1635
$22K ﹤0.01%
800
1636
$22K ﹤0.01%
1,488
-504
1637
$22K ﹤0.01%
424
-3,671
1638
$21.9K ﹤0.01%
527
+58
1639
$21.9K ﹤0.01%
605
-76
1640
$21.9K ﹤0.01%
698
+292
1641
$21.8K ﹤0.01%
760
-406
1642
$21.8K ﹤0.01%
633
-7
1643
$21.8K ﹤0.01%
415
-1,699
1644
$21.8K ﹤0.01%
124
-15
1645
$21.7K ﹤0.01%
2,150
+715
1646
$21.7K ﹤0.01%
740
+371
1647
$21.6K ﹤0.01%
564
+492
1648
$21.5K ﹤0.01%
2,465
+2,291
1649
$21.5K ﹤0.01%
440
+264
1650
$21.5K ﹤0.01%
417
+200
64 65
66
67 68