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
2151
$9.2K ﹤0.01%
628
+181
2152
$9.2K ﹤0.01%
170
+31
2153
$9.18K ﹤0.01%
233
+192
2154
$9.16K ﹤0.01%
391
-406
2155
$9.15K ﹤0.01%
30
+10
2156
$9.14K ﹤0.01%
184
+78
2157
$9.11K ﹤0.01%
874
-422
2158
$9.03K ﹤0.01%
231
+8
2159
$9K ﹤0.01%
80
-10
2160
$8.97K ﹤0.01%
347
+1
2161
$8.94K ﹤0.01%
185
+69
2162
$8.93K ﹤0.01%
76
+24
2163
$8.92K ﹤0.01%
140
+105
2164
$8.91K ﹤0.01%
667
+248
2165
$8.89K ﹤0.01%
337
+43
2166
$8.88K ﹤0.01%
254
2167
$8.88K ﹤0.01%
128
2168
$8.88K ﹤0.01%
656
+335
2169
$8.87K ﹤0.01%
254
+67
2170
$8.86K ﹤0.01%
1,659
-647
2171
$8.83K ﹤0.01%
499
+34
2172
$8.81K ﹤0.01%
410
+58
2173
$8.79K ﹤0.01%
497
-3
2174
$8.78K ﹤0.01%
294
-20
2175
$8.74K ﹤0.01%
453
+35
85 86
87
88 89