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
$2.71B
AUM Growth
+$187M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,507
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$16.6M
3
+$11.4M
4
APO icon
Apollo Global Management
APO
+$9.74M
5
FENI icon
Fidelity Enhanced International ETF
FENI
+$7.57M

Top Sells

1
+$8.39M
2
+$6.99M
3
+$5.8M
4
DIHP icon
Dimensional International High Profitability ETF
DIHP
+$3.62M
5
PPA icon
Invesco Aerospace & Defense ETF
PPA
+$2.76M

Sector Composition

1 Technology 12.23%
2 Financials 7.71%
3 Consumer Discretionary 5.31%
4 Industrials 3.51%
5 Communication Services 3.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FLS icon
776
Flowserve
FLS
$10.9B
$288K 0.01%
4,155
-26
MOAT icon
777
VanEck Morningstar Wide Moat ETF
MOAT
$13.1B
$288K 0.01%
2,782
+46
RIO icon
778
Rio Tinto
RIO
$186B
$287K 0.01%
3,590
+214
GAP
779
The Gap Inc
GAP
$10.8B
$287K 0.01%
11,192
+2,069
ED icon
780
Consolidated Edison
ED
$38.7B
$286K 0.01%
2,885
-503
FLIN icon
781
Franklin FTSE India ETF
FLIN
$2.88B
$286K 0.01%
7,408
+775
EXE
782
Expand Energy Corp
EXE
$26.3B
$286K 0.01%
2,590
+111
NUE icon
783
Nucor
NUE
$44.1B
$285K 0.01%
1,750
+42
CPRT icon
784
Copart
CPRT
$39.1B
$284K 0.01%
7,252
-1,332
GPI icon
785
Group 1 Automotive
GPI
$4.17B
$284K 0.01%
722
-29
CMS icon
786
CMS Energy
CMS
$22.2B
$284K 0.01%
4,059
-249
FCFS icon
787
FirstCash
FCFS
$8.03B
$283K 0.01%
1,775
-6
VEGA icon
788
AdvisorShares STAR Global Buy-Write ETF
VEGA
$78M
$281K 0.01%
5,733
-31
AU icon
789
AngloGold Ashanti
AU
$52.5B
$281K 0.01%
3,290
-238
ITW icon
790
Illinois Tool Works
ITW
$85.2B
$279K 0.01%
1,132
-198
PEGA icon
791
Pegasystems
PEGA
$6.81B
$279K 0.01%
4,668
-130
TFX icon
792
Teleflex
TFX
$4.79B
$279K 0.01%
2,284
-252
WDAY icon
793
Workday
WDAY
$42.8B
$279K 0.01%
1,297
-233
UL icon
794
Unilever
UL
$158B
$278K 0.01%
4,255
+227
NVO icon
795
Novo Nordisk
NVO
$212B
$277K 0.01%
5,452
+1,757
STLD icon
796
Steel Dynamics
STLD
$29.6B
$277K 0.01%
1,636
-44
CINF icon
797
Cincinnati Financial
CINF
$26.9B
$277K 0.01%
1,697
+212
ZTS icon
798
Zoetis
ZTS
$56.2B
$277K 0.01%
2,202
-1,005
LDOS icon
799
Leidos
LDOS
$24.7B
$277K 0.01%
1,533
-76
BR icon
800
Broadridge
BR
$21.2B
$277K 0.01%
1,238
+394
30 31
32
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