EWA

EverSource Wealth Advisors Portfolio holdings

AUM $2.53B
1-Year Est. Return 23.79%
This Quarter Est. Return
1 Year Est. Return
+23.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.53B
AUM Growth
+$314M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,514
New
Increased
Reduced
Closed

Top Buys

1
+$26.7M
2
+$6.53M
3
+$6.5M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$6.1M
5
AVDE icon
Avantis International Equity ETF
AVDE
+$6.06M

Top Sells

1
+$6.15M
2
+$3.3M
3
+$2.99M
4
PLTR icon
Palantir
PLTR
+$2.35M
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$2.31M

Sector Composition

1 Technology 12.86%
2 Financials 7.68%
3 Consumer Discretionary 5.5%
4 Industrials 3.52%
5 Communication Services 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EME icon
401
Emcor
EME
$27.9B
$687K 0.03%
1,057
+108
RF icon
402
Regions Financial
RF
$24.2B
$686K 0.03%
25,997
+1,533
ISRG icon
403
Intuitive Surgical
ISRG
$192B
$681K 0.03%
1,523
-227
DLN icon
404
WisdomTree US LargeCap Dividend Fund
DLN
$5.58B
$680K 0.03%
7,819
-10
HON icon
405
Honeywell
HON
$123B
$677K 0.03%
3,217
-155
SHOP icon
406
Shopify
SHOP
$208B
$675K 0.03%
4,545
+385
AEP icon
407
American Electric Power
AEP
$61B
$675K 0.03%
6,002
+1,213
MOH icon
408
Molina Healthcare
MOH
$8.66B
$670K 0.03%
3,500
+2,344
ENB icon
409
Enbridge
ENB
$104B
$670K 0.03%
13,272
+611
IEI icon
410
iShares 3-7 Year Treasury Bond ETF
IEI
$17.4B
$670K 0.03%
5,604
+3
ELV icon
411
Elevance Health
ELV
$79.8B
$667K 0.03%
2,064
-397
VRT icon
412
Vertiv
VRT
$61.8B
$666K 0.03%
4,413
+413
FERG icon
413
Ferguson
FERG
$45.1B
$665K 0.03%
2,960
+468
IWS icon
414
iShares Russell Mid-Cap Value ETF
IWS
$14.4B
$663K 0.03%
4,746
-13
SAP icon
415
SAP
SAP
$285B
$663K 0.03%
2,479
+78
ZS icon
416
Zscaler
ZS
$36.7B
$661K 0.03%
2,205
+807
AMP icon
417
Ameriprise Financial
AMP
$45.9B
$660K 0.03%
1,345
-24
PNR icon
418
Pentair
PNR
$17.3B
$658K 0.03%
5,945
+1,138
STZ icon
419
Constellation Brands
STZ
$25.7B
$649K 0.03%
4,822
+490
VGT icon
420
Vanguard Information Technology ETF
VGT
$111B
$643K 0.03%
862
-19
CBRE icon
421
CBRE Group
CBRE
$47.5B
$643K 0.03%
4,080
+2,385
SPXL icon
422
Direxion Daily S&P 500 Bull 3x Shares
SPXL
$6.07B
$642K 0.03%
3,032
EWP icon
423
iShares MSCI Spain ETF
EWP
$1.69B
$642K 0.03%
12,969
+895
TMUS icon
424
T-Mobile US
TMUS
$218B
$642K 0.03%
2,681
-34
TRV icon
425
Travelers Companies
TRV
$63.6B
$624K 0.02%
2,234
+182
15 16
17
18 19