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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
HON icon
351
Honeywell
HON
$145B
$1.11M 0.03%
4,901
+1,580
EAGG icon
352
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.85B
$1.11M 0.03%
23,269
+3,071
PULS icon
353
PGIM Ultra Short Bond ETF
PULS
$17.1B
$1.1M 0.03%
22,315
+10,679
YEAR icon
354
AB Ultra Short Income ETF
YEAR
$1.46B
$1.1M 0.03%
21,845
+7,974
SNDK
355
Sandisk
SNDK
$324B
$1.1M 0.03%
1,724
-1,052
DAL icon
356
Delta Air Lines
DAL
$55.3B
$1.09M 0.03%
16,447
+2,130
BITX icon
357
2x Bitcoin Strategy ETF
BITX
$814M
$1.09M 0.03%
74,003
+21,114
ABNB icon
358
Airbnb
ABNB
$84.5B
$1.09M 0.03%
8,623
+309
TRGP icon
359
Targa Resources
TRGP
$55.5B
$1.08M 0.03%
4,305
+451
GDXJ icon
360
VanEck Junior Gold Miners ETF
GDXJ
$7.85B
$1.08M 0.03%
8,967
-15
SYM icon
361
Symbotic
SYM
$5.3B
$1.07M 0.03%
20,168
-599
IIIV icon
362
i3 Verticals
IIIV
$387M
$1.06M 0.03%
47,626
+13,095
CGIC
363
Capital Group International Core Equity ETF
CGIC
$2.02B
$1.03M 0.03%
31,030
+24,570
HSBC icon
364
HSBC
HSBC
$326B
$1.03M 0.03%
12,450
+3,094
DIS icon
365
Walt Disney
DIS
$180B
$1.03M 0.03%
10,652
+2,796
AMP icon
366
Ameriprise Financial
AMP
$42B
$1.03M 0.03%
2,308
+477
SCHF icon
367
Schwab International Equity ETF
SCHF
$67.4B
$1.03M 0.03%
41,432
-6,166
XLE icon
368
State Street Energy Select Sector SPDR ETF
XLE
$36.5B
$1.02M 0.03%
16,703
-8,424
ET icon
369
Energy Transfer Partners
ET
$64.5B
$1.02M 0.03%
52,892
+3,710
SPMO icon
370
Invesco S&P 500 Momentum ETF
SPMO
$21.6B
$1.02M 0.03%
9,095
+8,176
FLJP icon
371
Franklin FTSE Japan ETF
FLJP
$3.89B
$1.01M 0.03%
27,976
+9,005
DG icon
372
Dollar General
DG
$25B
$1.01M 0.03%
8,507
+2,163
TPR icon
373
Tapestry
TPR
$29B
$1M 0.03%
7,118
+344
USHY icon
374
iShares Broad USD High Yield Corporate Bond ETF
USHY
$27.7B
$1M 0.03%
27,179
+761
PFE icon
375
Pfizer
PFE
$144B
$999K 0.03%
35,595
+14,179
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15
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