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
$2.21B
AUM Growth
+$393M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,417
New
Increased
Reduced
Closed

Top Buys

1
+$29.5M
2
+$28M
3
+$9.83M
4
VBIL
Vanguard 0-3 Month Treasury Bill ETF
VBIL
+$9.77M
5
HOOD icon
Robinhood
HOOD
+$8.19M

Top Sells

1
+$10.6M
2
+$5.34M
3
+$4.93M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$4.76M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.57M

Sector Composition

1 Technology 12.57%
2 Financials 7.15%
3 Consumer Discretionary 5.78%
4 Industrials 3.77%
5 Healthcare 2.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MTUM icon
526
iShares MSCI USA Momentum Factor ETF
MTUM
$18.6B
$412K 0.02%
1,715
-496
LYFT icon
527
Lyft
LYFT
$9.5B
$411K 0.02%
26,065
+23,494
MANH icon
528
Manhattan Associates
MANH
$10.7B
$410K 0.02%
2,076
+1,702
SONY icon
529
Sony
SONY
$176B
$409K 0.02%
15,729
+2,739
BK icon
530
Bank of New York Mellon
BK
$77.4B
$404K 0.02%
4,438
+1,273
CCK icon
531
Crown Holdings
CCK
$11.6B
$403K 0.02%
3,909
+3,412
A icon
532
Agilent Technologies
A
$41.6B
$401K 0.02%
3,400
+2,023
EVR icon
533
Evercore
EVR
$11.9B
$400K 0.02%
1,483
+729
MOS icon
534
The Mosaic Company
MOS
$8.11B
$399K 0.02%
10,934
+529
BSY icon
535
Bentley Systems
BSY
$13.1B
$399K 0.02%
7,384
-2,781
KMI icon
536
Kinder Morgan
KMI
$59.8B
$397K 0.02%
13,519
+2,329
NSC icon
537
Norfolk Southern
NSC
$63.6B
$397K 0.02%
1,550
+199
PSA icon
538
Public Storage
PSA
$48.1B
$396K 0.02%
1,349
+854
ZBRA icon
539
Zebra Technologies
ZBRA
$12.2B
$395K 0.02%
1,283
-26
CAH icon
540
Cardinal Health
CAH
$49B
$394K 0.02%
2,348
+168
CNC icon
541
Centene
CNC
$17.7B
$394K 0.02%
7,259
+4,777
POOL icon
542
Pool Corp
POOL
$9.16B
$393K 0.02%
1,350
-138
PPC icon
543
Pilgrim's Pride
PPC
$8.94B
$393K 0.02%
8,735
+3,099
EQT icon
544
EQT Corp
EQT
$37.6B
$391K 0.02%
6,709
+5,042
HBAN icon
545
Huntington Bancshares
HBAN
$24.6B
$391K 0.02%
23,328
+5,655
TSN icon
546
Tyson Foods
TSN
$19.2B
$389K 0.02%
6,952
+4,265
TQQQ icon
547
ProShares UltraPro QQQ
TQQQ
$28.3B
$388K 0.02%
4,674
+1,971
LH icon
548
Labcorp
LH
$22.2B
$388K 0.02%
1,476
+94
IP icon
549
International Paper
IP
$20B
$387K 0.02%
8,264
+3,229
SNPS icon
550
Synopsys
SNPS
$73.2B
$385K 0.02%
750
+157
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