EWA

EverSource Wealth Advisors Portfolio holdings

AUM $2.71B
1-Year Est. Return 23.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.71B
AUM Growth
+$187M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,506
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$16.6M
3
+$11.4M
4
APO icon
Apollo Global Management
APO
+$8.93M
5
FENI icon
Fidelity Enhanced International ETF
FENI
+$7.4M

Top Sells

1
+$8.36M
2
+$6.91M
3
+$5.91M
4
DIHP icon
Dimensional International High Profitability ETF
DIHP
+$3.55M
5
PPA icon
Invesco Aerospace & Defense ETF
PPA
+$2.71M

Sector Composition

1 Technology 12.23%
2 Financials 7.71%
3 Consumer Discretionary 5.31%
4 Industrials 3.51%
5 Communication Services 3.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IHRT icon
2976
iHeartMedia
IHRT
$375M
$6.77K ﹤0.01%
1,628
+93
MEOH icon
2977
Methanex
MEOH
$4.32B
$6.75K ﹤0.01%
170
-77
LIF
2978
Life360
LIF
$3.19B
$6.74K ﹤0.01%
105
+17
TLX
2979
Telix Pharmaceuticals
TLX
$2.96B
$6.73K ﹤0.01%
898
+773
PAGS icon
2980
PagSeguro Digital
PAGS
$2.62B
$6.72K ﹤0.01%
697
+245
AMTB icon
2981
Amerant Bancorp
AMTB
$833M
$6.71K ﹤0.01%
344
-241
BETZ icon
2982
Roundhill Sports Betting & iGaming ETF
BETZ
$50.6M
$6.71K ﹤0.01%
320
MBCN
2983
DELISTED
Middlefield Banc Corp
MBCN
$6.7K ﹤0.01%
194
-215
NUDM icon
2984
Nuveen ESG International Developed Markets Equity ETF
NUDM
$607M
$6.7K ﹤0.01%
185
USNA icon
2985
Usana Health Sciences
USNA
$312M
$6.67K ﹤0.01%
340
+41
TRIP icon
2986
TripAdvisor
TRIP
$1.07B
$6.65K ﹤0.01%
457
+21
EMBC icon
2987
Embecta
EMBC
$526M
$6.64K ﹤0.01%
559
-95
CSAN icon
2988
Cosan
CSAN
$3.79B
$6.64K ﹤0.01%
1,681
-32
DCH
2989
Dauch Corp
DCH
$1.26B
$6.59K ﹤0.01%
1,028
-98
LVHD icon
2990
Franklin US Low Volatility High Dividend Index ETF
LVHD
$599M
$6.58K ﹤0.01%
165
CBRL icon
2991
Cracker Barrel
CBRL
$613M
$6.46K ﹤0.01%
254
+210
FOUR icon
2992
Shift4
FOUR
$3.39B
$6.42K ﹤0.01%
102
+33
BJRI icon
2993
BJ's Restaurants
BJRI
$743M
$6.42K ﹤0.01%
163
+5
CHCT
2994
Community Healthcare Trust
CHCT
$444M
$6.42K ﹤0.01%
391
-648
MOB
2995
Mobilicom Ltd
MOB
$66.1M
$6.41K ﹤0.01%
1,050
-1,349
MARA icon
2996
Marathon Digital Holdings
MARA
$3.22B
$6.38K ﹤0.01%
710
-31
BUYW icon
2997
Main BuyWrite ETF
BUYW
$1.08B
$6.37K ﹤0.01%
445
-10
FOSL icon
2998
Fossil Group
FOSL
$233M
$6.37K ﹤0.01%
1,694
TWO
2999
Two Harbors Investment
TWO
$1.13B
$6.37K ﹤0.01%
606
-789
TRMD icon
3000
TORM
TRMD
$2.62B
$6.36K ﹤0.01%
325
+126
118 119
120
121 122