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
OHI icon
826
Omega Healthcare
OHI
$13.2B
$234K 0.01%
5,543
-172
AFRM icon
827
Affirm
AFRM
$25.2B
$233K 0.01%
3,195
+457
GSLC icon
828
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.8B
$232K 0.01%
1,783
-179
NUE icon
829
Nucor
NUE
$36.1B
$231K 0.01%
1,708
-66
INGR icon
830
Ingredion
INGR
$7.07B
$231K 0.01%
1,889
+621
XOP icon
831
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$1.78B
$231K 0.01%
1,744
CTSH icon
832
Cognizant
CTSH
$40.4B
$230K 0.01%
3,433
-88
ETG
833
Eaton Vance Tax-Advantaged Global Dividend Income Fund
ETG
$1.68B
$230K 0.01%
+10,893
HDB icon
834
HDFC Bank
HDB
$180B
$230K 0.01%
6,727
-531
ZWS icon
835
Zurn Elkay Water Solutions
ZWS
$7.93B
$229K 0.01%
4,871
-1,929
HUBB icon
836
Hubbell
HUBB
$23.1B
$229K 0.01%
532
+64
KMID
837
Virtus KAR Mid-Cap ETF
KMID
$32.4M
$228K 0.01%
9,261
+9,190
GWRE icon
838
Guidewire Software
GWRE
$16.8B
$228K 0.01%
991
+163
PSN icon
839
Parsons
PSN
$6.45B
$227K 0.01%
2,738
+670
ATO icon
840
Atmos Energy
ATO
$27.4B
$227K 0.01%
1,327
-59
CTVA icon
841
Corteva
CTVA
$45.2B
$226K 0.01%
3,347
+788
ETSY icon
842
Etsy
ETSY
$5.3B
$225K 0.01%
3,393
-42
FWONK icon
843
Liberty Media Series C
FWONK
$24B
$225K 0.01%
2,156
-137
RJF icon
844
Raymond James Financial
RJF
$31.5B
$225K 0.01%
1,303
+119
XLG icon
845
Invesco S&P 500 Top 50 ETF
XLG
$11.5B
$225K 0.01%
3,907
+814
NFG icon
846
National Fuel Gas
NFG
$7.44B
$225K 0.01%
2,433
+1,517
TNGX icon
847
Tango Therapeutics
TNGX
$1.14B
$224K 0.01%
26,653
+22
HALO icon
848
Halozyme
HALO
$7.66B
$224K 0.01%
3,049
+364
CBOE icon
849
Cboe Global Markets
CBOE
$26B
$224K 0.01%
911
+63
AVGE icon
850
Avantis All Equity Markets ETF
AVGE
$656M
$223K 0.01%
2,677
+141
32 33
34
35 36