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
NVS icon
576
Novartis
NVS
$260B
$410K 0.02%
3,201
+180
THC icon
577
Tenet Healthcare
THC
$17.4B
$410K 0.02%
2,020
+800
EBAY icon
578
eBay
EBAY
$38.1B
$409K 0.02%
4,496
+36
BMY icon
579
Bristol-Myers Squibb
BMY
$109B
$409K 0.02%
9,063
+1,632
HUM icon
580
Humana
HUM
$31.7B
$407K 0.02%
1,563
+213
ARE icon
581
Alexandria Real Estate Equities
ARE
$8.34B
$406K 0.02%
4,875
+173
EFX icon
582
Equifax
EFX
$27B
$406K 0.02%
1,582
-148
USFD icon
583
US Foods
USFD
$17.2B
$405K 0.02%
5,291
+350
ILMN icon
584
Illumina
ILMN
$20.1B
$405K 0.02%
4,267
+671
AWI icon
585
Armstrong World Industries
AWI
$8.1B
$405K 0.02%
2,067
+567
WF icon
586
Woori Financial
WF
$13.7B
$402K 0.02%
7,162
+104
TTC icon
587
Toro Company
TTC
$7.78B
$401K 0.02%
5,262
+1,167
SSNC icon
588
SS&C Technologies
SSNC
$21.5B
$400K 0.02%
4,505
-41
SAN icon
589
Banco Santander
SAN
$172B
$398K 0.02%
37,935
+5,086
LH icon
590
Labcorp
LH
$21.1B
$397K 0.02%
1,383
-93
IDXX icon
591
Idexx Laboratories
IDXX
$56.5B
$397K 0.02%
621
+15
PSA icon
592
Public Storage
PSA
$46.7B
$396K 0.02%
1,371
+22
WPM icon
593
Wheaton Precious Metals
WPM
$52.4B
$396K 0.02%
3,541
+498
AIG icon
594
American International
AIG
$46.5B
$395K 0.02%
5,033
-2,431
MTG icon
595
MGIC Investment
MTG
$6.62B
$394K 0.02%
13,896
+524
IAGG icon
596
iShares Core International Aggregate Bond Fund
IAGG
$11.3B
$392K 0.02%
7,660
+293
HPE icon
597
Hewlett Packard
HPE
$31.5B
$391K 0.02%
15,929
+653
LNG icon
598
Cheniere Energy
LNG
$41.4B
$391K 0.02%
1,665
+170
SNV icon
599
Synovus
SNV
$7.32B
$390K 0.02%
7,937
+2,543
SHG icon
600
Shinhan Financial Group
SHG
$25.4B
$389K 0.02%
7,732
+279
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