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EWA

EverSource Wealth Advisors Portfolio holdings

AUM $3.27B
1-Year Est. Return 23.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.27B
AUM Growth
+$559M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,536
New
Increased
Reduced
Closed

Top Buys

1
+$80.7M
2
+$60.1M
3
+$57.5M
4
PRXG
Praxis Impact Large Cap Growth ETF
PRXG
+$36.9M
5
PRXV
Praxis Impact Large Cap Value ETF
PRXV
+$31.2M

Top Sells

1
+$13.2M
2
+$12.1M
3
+$7.31M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$7.17M
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$6.24M

Sector Composition

1 Technology 11.37%
2 Financials 6.3%
3 Consumer Discretionary 4.55%
4 Industrials 3.62%
5 Healthcare 2.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPYD icon
226
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.26B
$1.84M 0.06%
40,493
+991
DIHP icon
227
Dimensional International High Profitability ETF
DIHP
$6.13B
$1.83M 0.06%
56,922
-6,975
MINT icon
228
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$16.3B
$1.83M 0.06%
18,209
+17,938
LKQ icon
229
LKQ Corp
LKQ
$6.57B
$1.81M 0.06%
61,629
+2,800
ARKB icon
230
ARK 21Shares Bitcoin ETF
ARKB
$2.4B
$1.81M 0.06%
80,435
+5,208
C icon
231
Citigroup
C
$244B
$1.8M 0.06%
15,887
+2,760
MCD icon
232
McDonald's
MCD
$198B
$1.8M 0.05%
5,777
+1,265
APH icon
233
Amphenol
APH
$202B
$1.79M 0.05%
14,144
+3,476
FHN icon
234
First Horizon
FHN
$11.8B
$1.78M 0.05%
78,364
+4,102
VOT icon
235
Vanguard Mid-Cap Growth ETF
VOT
$19.7B
$1.78M 0.05%
6,909
+3,293
VYMI icon
236
Vanguard International High Dividend Yield ETF
VYMI
$19.4B
$1.77M 0.05%
18,832
+6,657
ELCV
237
Eventide High Dividend ETF
ELCV
$243M
$1.77M 0.05%
60,993
+24,443
JPST icon
238
JPMorgan Ultra-Short Income ETF
JPST
$38.7B
$1.77M 0.05%
34,912
+26,327
VRT icon
239
Vertiv
VRT
$128B
$1.76M 0.05%
7,036
+2,055
GNRC icon
240
Generac Holdings
GNRC
$16.4B
$1.76M 0.05%
9,017
+8,326
CGBL icon
241
Capital Group Core Balanced ETF
CGBL
$6.82B
$1.76M 0.05%
+51,145
VNLA icon
242
Janus Henderson Short Duration Income ETF
VNLA
$3.29B
$1.74M 0.05%
35,643
+12,777
DYNF icon
243
BlackRock US Equity Factor Rotation ETF
DYNF
$37.3B
$1.73M 0.05%
29,702
+2,783
EOG icon
244
EOG Resources
EOG
$69.2B
$1.73M 0.05%
11,953
+4,561
PNC icon
245
PNC Financial Services
PNC
$93.2B
$1.72M 0.05%
8,249
+899
UPRO icon
246
ProShares UltraPro S&P 500
UPRO
$5.32B
$1.7M 0.05%
17,568
+1,982
SPYM
247
State Street SPDR Portfolio S&P 500 ETF
SPYM
$140B
$1.7M 0.05%
22,240
-916
PKG icon
248
Packaging Corp of America
PKG
$20.4B
$1.69M 0.05%
7,958
+2,651
BC icon
249
Brunswick
BC
$5.43B
$1.68M 0.05%
23,075
-50
SCHW
250
Charles Schwab
SCHW
$159B
$1.68M 0.05%
17,843
+1,351
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