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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
SPXL icon
251
Direxion Daily S&P 500 Bull 3x ETF
SPXL
$6.46B
$1.66M 0.05%
8,966
+1,939
TPHD icon
252
Timothy Plan High Dividend Stock ETF
TPHD
$345M
$1.65M 0.05%
39,944
-5,082
CGGO icon
253
Capital Group Global Growth Equity ETF
CGGO
$11.8B
$1.64M 0.05%
49,221
+1,247
UNP icon
254
Union Pacific
UNP
$153B
$1.63M 0.05%
6,729
+961
GM icon
255
General Motors
GM
$71.5B
$1.63M 0.05%
21,862
+4,246
UPS icon
256
United Parcel Service
UPS
$89.1B
$1.61M 0.05%
16,391
+924
SNOW icon
257
Snowflake
SNOW
$80.5B
$1.6M 0.05%
10,629
-3,635
SDY icon
258
State Street SPDR S&P Dividend ETF
SDY
$21.2B
$1.6M 0.05%
10,972
+12
FTI icon
259
TechnipFMC
FTI
$26B
$1.6M 0.05%
23,143
+2,457
SCHX icon
260
Schwab US Large- Cap ETF
SCHX
$71.9B
$1.6M 0.05%
62,244
-3,891
EIX icon
261
Edison International
EIX
$27.7B
$1.59M 0.05%
21,761
+2,259
VOOG icon
262
Vanguard S&P 500 Growth ETF
VOOG
$26B
$1.59M 0.05%
23,370
-5,916
IBM icon
263
IBM
IBM
$234B
$1.59M 0.05%
6,545
+1,495
ANET icon
264
Arista Networks
ANET
$214B
$1.58M 0.05%
12,907
+191
BBVA icon
265
Banco Bilbao Vizcaya Argentaria
BBVA
$136B
$1.57M 0.05%
72,646
+25,145
BUFR icon
266
FT Vest Fund of Buffer ETFs
BUFR
$9.7B
$1.57M 0.05%
46,541
-9,894
PCG icon
267
PG&E
PCG
$36.3B
$1.57M 0.05%
89,298
+13,478
INTC icon
268
Intel
INTC
$673B
$1.56M 0.05%
35,434
-8,589
SYFI
269
AB Short Duration High Yield ETF
SYFI
$896M
$1.56M 0.05%
43,960
-1,894
VCIT icon
270
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.2B
$1.56M 0.05%
18,820
+3,231
CVS icon
271
CVS Health
CVS
$125B
$1.54M 0.05%
21,506
+5,495
SDCI icon
272
USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund
SDCI
$575M
$1.54M 0.05%
+56,495
MRSH
273
Marsh
MRSH
$78.2B
$1.53M 0.05%
8,809
+2,545
IVE icon
274
iShares S&P 500 Value ETF
IVE
$47.3B
$1.51M 0.05%
7,169
+600
IDV icon
275
iShares International Select Dividend ETF
IDV
$8.17B
$1.51M 0.05%
35,551
-1
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