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
LYFT icon
426
Lyft
LYFT
$7.64B
$618K 0.02%
28,056
+1,991
MMM icon
427
3M
MMM
$89.7B
$616K 0.02%
3,973
+99
COIN icon
428
Coinbase
COIN
$67.5B
$613K 0.02%
1,818
+57
MOS icon
429
The Mosaic Company
MOS
$7.89B
$612K 0.02%
17,635
+6,701
BAUG icon
430
Innovator US Equity Buffer ETF August
BAUG
$218M
$608K 0.02%
12,407
CL icon
431
Colgate-Palmolive
CL
$63.1B
$607K 0.02%
7,596
+1,519
SQQQ icon
432
ProShares UltraPro Short QQQ
SQQQ
$2.59B
$602K 0.02%
7,912
+4,612
KB icon
433
KB Financial Group
KB
$30.7B
$601K 0.02%
7,248
+556
EFG icon
434
iShares MSCI EAFE Growth ETF
EFG
$9.45B
$598K 0.02%
5,254
-3,751
LHX icon
435
L3Harris
LHX
$53.7B
$596K 0.02%
1,951
-220
KMI icon
436
Kinder Morgan
KMI
$59.5B
$595K 0.02%
21,018
+7,499
FVD icon
437
First Trust Value Line Dividend Fund
FVD
$8.5B
$593K 0.02%
12,826
+1,566
EHC icon
438
Encompass Health
EHC
$10.8B
$593K 0.02%
4,667
+213
SYK icon
439
Stryker
SYK
$135B
$591K 0.02%
1,599
-1
MNST icon
440
Monster Beverage
MNST
$72.3B
$587K 0.02%
8,728
-2,208
DFAW icon
441
Dimensional World Equity ETF
DFAW
$977M
$587K 0.02%
8,169
+70
ITA icon
442
iShares US Aerospace & Defense ETF
ITA
$12.3B
$586K 0.02%
2,800
+484
PLD icon
443
Prologis
PLD
$121B
$585K 0.02%
5,107
+1,550
REGN icon
444
Regeneron Pharmaceuticals
REGN
$77.9B
$583K 0.02%
1,037
+616
ALL icon
445
Allstate
ALL
$55.5B
$581K 0.02%
2,706
-136
EIX icon
446
Edison International
EIX
$22.7B
$579K 0.02%
10,475
+3,147
EVR icon
447
Evercore
EVR
$13B
$579K 0.02%
1,716
+233
PTLC icon
448
Pacer Trendpilot US Large Cap ETF
PTLC
$3.4B
$578K 0.02%
10,551
IQV icon
449
IQVIA
IQV
$37.9B
$578K 0.02%
3,041
+134
TM icon
450
Toyota
TM
$280B
$577K 0.02%
3,021
+280
16 17
18
19 20