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
2226
$8.13K ﹤0.01%
102
+83
2227
$8.12K ﹤0.01%
115
-7
2228
$8.09K ﹤0.01%
700
2229
$8.08K ﹤0.01%
275
2230
$8.07K ﹤0.01%
277
-5,797
2231
$8.06K ﹤0.01%
132
-14
2232
$8.05K ﹤0.01%
258
+71
2233
$8.03K ﹤0.01%
190
-136
2234
$8.03K ﹤0.01%
+178
2235
$8.03K ﹤0.01%
1,070
+920
2236
$8.01K ﹤0.01%
1,267
+1,116
2237
$8K ﹤0.01%
216
+76
2238
$7.99K ﹤0.01%
430
-24
2239
$7.98K ﹤0.01%
343
+224
2240
$7.98K ﹤0.01%
1,112
-530
2241
$7.97K ﹤0.01%
175
2242
$7.97K ﹤0.01%
865
+774
2243
$7.94K ﹤0.01%
988
+238
2244
$7.94K ﹤0.01%
65
+29
2245
$7.94K ﹤0.01%
255
+72
2246
$7.93K ﹤0.01%
73
+52
2247
$7.91K ﹤0.01%
148
+28
2248
$7.88K ﹤0.01%
+644
2249
$7.88K ﹤0.01%
228
+64
2250
$7.87K ﹤0.01%
385
+367
88 89
90
91 92