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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
THRO
751
iShares U.S. Thematic Rotation Active ETF
THRO
$6.58B
$363K 0.01%
10,023
+2,144
THC icon
752
Tenet Healthcare
THC
$14.9B
$362K 0.01%
1,919
-614
MTUM icon
753
iShares MSCI USA Momentum Factor ETF
MTUM
$28.3B
$359K 0.01%
1,495
+203
IP icon
754
International Paper
IP
$19.5B
$358K 0.01%
10,036
+820
PWB icon
755
Invesco Large Cap Growth ETF
PWB
$2.31B
$358K 0.01%
2,843
VMC icon
756
Vulcan Materials
VMC
$39.3B
$358K 0.01%
1,314
+14
EW icon
757
Edwards Lifesciences
EW
$50.3B
$357K 0.01%
4,459
-459
ESI icon
758
Element Solutions
ESI
$11.2B
$357K 0.01%
10,450
+385
PB icon
759
Prosperity Bancshares
PB
$7.18B
$355K 0.01%
5,280
+1,719
XLG icon
760
Invesco S&P 500 Top 50 ETF
XLG
$10.6B
$353K 0.01%
6,476
+2,628
VWOB icon
761
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.13B
$352K 0.01%
5,351
+3,128
PRIM icon
762
Primoris Services
PRIM
$5.5B
$351K 0.01%
2,456
+317
EGO icon
763
Eldorado Gold
EGO
$8.61B
$351K 0.01%
10,216
+819
PNR icon
764
Pentair
PNR
$12B
$351K 0.01%
4,026
-1,736
IBB icon
765
iShares Biotechnology ETF
IBB
$8.15B
$350K 0.01%
2,074
+27
FELG icon
766
Fidelity Enhanced Large Cap Growth ETF
FELG
$5.7B
$350K 0.01%
9,340
-47
PRU icon
767
Prudential Financial
PRU
$37B
$349K 0.01%
3,576
+546
MTG icon
768
MGIC Investment
MTG
$5.51B
$349K 0.01%
13,310
-2,954
NUE icon
769
Nucor
NUE
$55.5B
$349K 0.01%
2,064
+314
BJUL icon
770
Innovator US Equity Buffer ETF July
BJUL
$276M
$349K 0.01%
7,025
-200
DECK icon
771
Deckers Outdoor
DECK
$15.2B
$349K 0.01%
3,482
+1,034
APP icon
772
Applovin
APP
$158B
$347K 0.01%
871
+30
DB icon
773
Deutsche Bank
DB
$67.5B
$345K 0.01%
11,590
+3,254
L icon
774
Loews
L
$22.1B
$344K 0.01%
3,227
+423
NI icon
775
NiSource
NI
$22.7B
$344K 0.01%
7,375
+394
29 30
31
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