EWA

EverSource Wealth Advisors Portfolio holdings

AUM $2.71B
1-Year Est. Return 22.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.83%
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
State Street 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 6.4%
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
1776
$17.1K ﹤0.01%
380
+15
1777
$17.1K ﹤0.01%
585
+63
1778
$17.1K ﹤0.01%
321
-1
1779
$17.1K ﹤0.01%
957
+698
1780
$17.1K ﹤0.01%
2,108
+158
1781
$17.1K ﹤0.01%
101
-13
1782
$17K ﹤0.01%
149
+137
1783
$17K ﹤0.01%
403
+72
1784
$17K ﹤0.01%
3,031
-55
1785
$17K ﹤0.01%
870
1786
$16.9K ﹤0.01%
455
-62
1787
$16.9K ﹤0.01%
896
1788
$16.9K ﹤0.01%
597
+517
1789
$16.9K ﹤0.01%
1,542
+565
1790
$16.9K ﹤0.01%
291
-170
1791
$16.9K ﹤0.01%
+278
1792
$16.8K ﹤0.01%
190
+28
1793
$16.8K ﹤0.01%
237
+21
1794
$16.8K ﹤0.01%
329
+221
1795
$16.7K ﹤0.01%
223
-354
1796
$16.7K ﹤0.01%
814
+94
1797
$16.7K ﹤0.01%
976
+763
1798
$16.5K ﹤0.01%
1,706
+316
1799
$16.5K ﹤0.01%
1,060
+822
1800
$16.5K ﹤0.01%
1,041
+9
70 71
72
73 74