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EWA
EverSource Wealth Advisors Portfolio holdings
AUM
$3.27B
1-Year Est. Return
23.69%
This Fund
S&P 500
1 Year Est. Return
+23.69%
AUM
$3.27B
AUM Growth
+$559M
(+21%)
Holding
4,536
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 |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$7.17M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
426
Aon
AON
$67.9B
| $851K | 0.03% |
2,638
+1,054
|
|
||
427
Boston Scientific
BSX
$67.3B
| $847K | 0.03% |
13,502
+5,802
|
|
||
428
Nasdaq
NDAQ
$46.5B
| $846K | 0.03% |
9,970
+558
|
|
||
429
US Bancorp
USB
$90.6B
| $845K | 0.03% |
16,241
+1,276
|
|
||
430
Woori Financial
WF
$15.2B
| $841K | 0.03% |
12,625
+5,739
|
|
||
431
Travelers Companies
TRV
$65.5B
| $837K | 0.03% |
2,869
+857
|
|
||
432
Nike
NKE
$66.9B
| $831K | 0.03% |
15,725
+12,349
|
|
||
433
Cigna
CI
$73.9B
| $830K | 0.03% |
3,112
+1,608
|
|
||
434
American Electric Power
AEP
$69.5B
| $829K | 0.03% |
6,323
+303
|
|
||
435
Fortinet
FTNT
$106B
| $828K | 0.03% |
10,129
+2,549
|
|
||
436
Medpace
MEDP
$13.1B
| $826K | 0.03% |
1,720
-296
|
|
||
437
Invesco S&P 500 Quality ETF
SPHQ
$19.7B
| $819K | 0.03% |
10,889
+4,227
|
|
||
438
CME Group
CME
$89B
| $817K | 0.03% |
2,765
+787
|
|
||
439
ProShares Ultra Silver
AGQ
$1.47B
| $815K | 0.02% |
6,816
+900
|
|
||
440
Colgate-Palmolive
CL
$71.6B
| $814K | 0.02% |
9,548
+2,401
|
|
||
441
Ferguson
FERG
$46.2B
| $811K | 0.02% |
3,476
+632
|
|
||
442
Mitsubishi UFJ Financial
MUFG
$238B
| $807K | 0.02% |
47,567
+12,888
|
|
||
443
Monolithic Power Systems
MPWR
$76.8B
| $802K | 0.02% |
734
-15
|
|
||
444
iShares US Technology ETF
IYW
$25.1B
| $795K | 0.02% |
4,382
+781
|
|
||
445
Shell
SHEL
$218B
| $793K | 0.02% |
8,530
+1,323
|
|
||
446
Royal Caribbean
RCL
$83.8B
| $787K | 0.02% |
2,861
+449
|
|
||
447
Medtronic
MDT
$102B
| $783K | 0.02% |
9,037
-777
|
|
||
448
Truist Financial
TFC
$60.2B
| $783K | 0.02% |
17,023
+1,195
|
|
||
449
Equinix
EQIX
$108B
| $781K | 0.02% |
797
+277
|
|
||
450
Shopify
SHOP
$141B
| $775K | 0.02% |
6,534
+917
|
|