EWA

EverSource Wealth Advisors Portfolio holdings

AUM $2.71B
1-Year Est. Return 22.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.83%
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 12.85%
2 Financials 7.7%
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
WCN icon
551
Waste Connections
WCN
$43.3B
$431K 0.02%
2,452
+13
NTNX icon
552
Nutanix
NTNX
$10.4B
$428K 0.02%
5,755
+1,989
SNPS icon
553
Synopsys
SNPS
$78.5B
$427K 0.02%
866
+116
MRVL icon
554
Marvell Technology
MRVL
$62.9B
$427K 0.02%
5,076
-823
ARW icon
555
Arrow Electronics
ARW
$7.27B
$427K 0.02%
3,526
+852
CHD icon
556
Church & Dwight Co
CHD
$24.2B
$426K 0.02%
4,857
+150
EA icon
557
Electronic Arts
EA
$49.5B
$425K 0.02%
2,108
+50
JPST icon
558
JPMorgan Ultra-Short Income ETF
JPST
$36.3B
$424K 0.02%
8,364
+7,370
WRB icon
559
W.R. Berkley
WRB
$26.9B
$423K 0.02%
5,524
-2,784
EQIX icon
560
Equinix
EQIX
$79.3B
$423K 0.02%
540
+83
SCHM icon
561
Schwab US Mid-Cap ETF
SCHM
$13.4B
$423K 0.02%
14,260
+13,231
ADSK icon
562
Autodesk
ADSK
$50.5B
$422K 0.02%
1,329
-214
CCK icon
563
Crown Holdings
CCK
$13B
$422K 0.02%
4,369
+460
SONY icon
564
Sony
SONY
$127B
$421K 0.02%
14,623
-1,106
TER icon
565
Teradyne
TER
$42.5B
$421K 0.02%
3,059
+34
BWA icon
566
BorgWarner
BWA
$10.8B
$421K 0.02%
9,574
+4,043
JHG icon
567
Janus Henderson
JHG
$7.2B
$420K 0.02%
9,430
+1,223
VRSK icon
568
Verisk Analytics
VRSK
$25.7B
$419K 0.02%
1,667
+248
IJJ icon
569
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.69B
$419K 0.02%
3,228
-114
PPC icon
570
Pilgrim's Pride
PPC
$10.3B
$417K 0.02%
10,238
+1,503
D icon
571
Dominion Energy
D
$53.4B
$416K 0.02%
6,808
+235
HYD icon
572
VanEck High Yield Muni ETF
HYD
$4.22B
$416K 0.02%
8,173
-3,179
CSX icon
573
CSX Corp
CSX
$74.2B
$414K 0.02%
11,671
+1,204
EMB icon
574
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$16.9B
$414K 0.02%
4,344
-1,520
AON icon
575
Aon
AON
$73.7B
$413K 0.02%
1,158
+149
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