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
2026
$11.5K ﹤0.01%
195
+92
2027
$11.5K ﹤0.01%
532
+43
2028
$11.5K ﹤0.01%
109
+15
2029
$11.5K ﹤0.01%
559
+100
2030
$11.5K ﹤0.01%
219
+50
2031
$11.5K ﹤0.01%
763
+221
2032
$11.5K ﹤0.01%
+1,270
2033
$11.5K ﹤0.01%
1,309
+1,282
2034
$11.5K ﹤0.01%
807
+182
2035
$11.4K ﹤0.01%
1,933
+1,608
2036
$11.4K ﹤0.01%
265
+93
2037
$11.4K ﹤0.01%
264
+92
2038
$11.4K ﹤0.01%
+384
2039
$11.4K ﹤0.01%
165
+72
2040
$11.4K ﹤0.01%
1,201
+676
2041
$11.4K ﹤0.01%
839
+116
2042
$11.3K ﹤0.01%
311
+120
2043
$11.3K ﹤0.01%
316
2044
$11.3K ﹤0.01%
100
2045
$11.2K ﹤0.01%
565
+89
2046
$11.2K ﹤0.01%
2,038
-83
2047
$11.2K ﹤0.01%
116
+36
2048
$11.2K ﹤0.01%
715
-100
2049
$11.2K ﹤0.01%
139
-720
2050
$11.2K ﹤0.01%
4,895
+2,433
80 81
82
83 84