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EWA

EverSource Wealth Advisors Portfolio holdings

AUM $3.27B
1-Year Est. Return 23.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.27B
AUM Growth
+$559M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,536
New
Increased
Reduced
Closed

Top Buys

1
+$80.7M
2
+$60.1M
3
+$57.5M
4
PRXG
Praxis Impact Large Cap Growth ETF
PRXG
+$36.9M
5
PRXV
Praxis Impact Large Cap Value ETF
PRXV
+$31.2M

Top Sells

1
+$13.2M
2
+$12.1M
3
+$7.31M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$7.17M
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$6.24M

Sector Composition

1 Technology 11.37%
2 Financials 6.3%
3 Consumer Discretionary 4.55%
4 Industrials 3.62%
5 Healthcare 2.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IAUM icon
676
iShares Gold Trust Micro
IAUM
$6.61B
$419K 0.01%
8,968
+3,963
KVUE icon
677
Kenvue
KVUE
$34.8B
$418K 0.01%
24,245
+11,788
GPN icon
678
Global Payments
GPN
$18.3B
$417K 0.01%
6,188
+4,176
SF
679
Stifel
SF
$11.3B
$415K 0.01%
5,609
+2,082
NTRS icon
680
Northern Trust
NTRS
$31.8B
$414K 0.01%
2,965
+560
CWB icon
681
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$6.5B
$414K 0.01%
4,519
-892
STLD icon
682
Steel Dynamics
STLD
$36B
$413K 0.01%
2,292
+656
SPAB icon
683
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.65B
$412K 0.01%
16,098
-5,669
PCAR icon
684
PACCAR
PCAR
$62.6B
$412K 0.01%
3,568
+439
DOV icon
685
Dover
DOV
$30.1B
$411K 0.01%
1,973
+222
USFD icon
686
US Foods
USFD
$20.2B
$411K 0.01%
4,453
-269
CHD icon
687
Church & Dwight Co
CHD
$22.7B
$410K 0.01%
4,392
+1,455
WWD icon
688
Woodward
WWD
$25.6B
$408K 0.01%
1,140
+247
NXT icon
689
Nextpower Inc
NXT
$18.9B
$408K 0.01%
3,385
+2,071
FIS icon
690
Fidelity National Information Services
FIS
$19.7B
$407K 0.01%
8,684
+3,906
ON icon
691
ON Semiconductor
ON
$47.3B
$407K 0.01%
6,565
+2,471
MHK icon
692
Mohawk Industries
MHK
$6.85B
$407K 0.01%
4,129
+2,560
SITE icon
693
SiteOne Landscape Supply
SITE
$4.88B
$406K 0.01%
3,049
+1,185
IUSG icon
694
iShares Core S&P US Growth ETF
IUSG
$32.1B
$405K 0.01%
2,613
+786
HLI icon
695
Houlihan Lokey
HLI
$9.72B
$405K 0.01%
2,822
+344
IDXX icon
696
Idexx Laboratories
IDXX
$44.3B
$405K 0.01%
720
+7
ROK icon
697
Rockwell Automation
ROK
$52.7B
$404K 0.01%
1,126
+177
FCFS icon
698
FirstCash
FCFS
$9.95B
$402K 0.01%
2,137
+362
LAMR icon
699
Lamar Advertising Co
LAMR
$15.2B
$402K 0.01%
3,170
+97
SPIB icon
700
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11B
$401K 0.01%
11,952
+5,951
26 27
28
29 30