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
EVR icon
476
Evercore
EVR
$11.4B
$604K 0.02%
1,774
+58
FTNT icon
477
Fortinet
FTNT
$59.8B
$602K 0.02%
7,580
+4,629
MO icon
478
Altria Group
MO
$109B
$602K 0.02%
10,435
-498
PNR icon
479
Pentair
PNR
$14.3B
$600K 0.02%
5,762
-183
LYFT icon
480
Lyft
LYFT
$5.27B
$598K 0.02%
30,852
+2,796
MSI icon
481
Motorola Solutions
MSI
$74.7B
$597K 0.02%
1,556
-164
SMFG icon
482
Sumitomo Mitsui Financial
SMFG
$125B
$597K 0.02%
30,862
-1,219
SUSL icon
483
iShares ESG MSCI USA Leaders ETF
SUSL
$974M
$590K 0.02%
4,864
+419
TTE icon
484
TotalEnergies
TTE
$192B
$587K 0.02%
8,970
+1,156
PTLC icon
485
Pacer Trendpilot US Large Cap ETF
PTLC
$3.09B
$586K 0.02%
10,551
TRV icon
486
Travelers Companies
TRV
$63.1B
$583K 0.02%
2,012
-222
PULS icon
487
PGIM Ultra Short Bond ETF
PULS
$14.4B
$577K 0.02%
11,636
-7,069
SCCO icon
488
Southern Copper
SCCO
$131B
$571K 0.02%
4,013
-12
MDB icon
489
MongoDB
MDB
$19.9B
$570K 0.02%
1,358
+309
LHX icon
490
L3Harris
LHX
$65.8B
$567K 0.02%
1,933
-18
APP icon
491
Applovin
APP
$133B
$567K 0.02%
841
-182
TXT icon
492
Textron
TXT
$15.8B
$566K 0.02%
6,495
+2,268
CL icon
493
Colgate-Palmolive
CL
$68.8B
$565K 0.02%
7,147
-449
CFG icon
494
Citizens Financial Group
CFG
$25B
$561K 0.02%
9,607
+2,823
SPAB icon
495
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.16B
$560K 0.02%
21,767
-6,643
CDNS icon
496
Cadence Design Systems
CDNS
$77.9B
$560K 0.02%
1,791
+258
AON icon
497
Aon
AON
$69.5B
$559K 0.02%
1,584
+426
MRVL icon
498
Marvell Technology
MRVL
$86.4B
$555K 0.02%
6,532
+1,456
HBAN icon
499
Huntington Bancshares
HBAN
$31.5B
$553K 0.02%
31,896
+6,328
ORI icon
500
Old Republic International
ORI
$9.8B
$553K 0.02%
12,110
+172
18 19
20
21 22