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
IMO icon
876
Imperial Oil
IMO
$54.5B
$232K 0.01%
2,683
+84
HUBB icon
877
Hubbell
HUBB
$26.8B
$231K 0.01%
519
-13
CM icon
878
Canadian Imperial Bank of Commerce
CM
$89.6B
$229K 0.01%
2,527
+565
BN icon
879
Brookfield
BN
$101B
$229K 0.01%
4,979
+656
XLG icon
880
Invesco S&P 500 Top 50 ETF
XLG
$11.4B
$228K 0.01%
3,848
-59
TNGX icon
881
Tango Therapeutics
TNGX
$1.68B
$227K 0.01%
25,646
-1,007
YOU icon
882
Clear Secure
YOU
$3.3B
$227K 0.01%
6,463
+916
VDC icon
883
Vanguard Consumer Staples ETF
VDC
$8.2B
$227K 0.01%
1,073
-77
XLI icon
884
State Street Industrial Select Sector SPDR ETF
XLI
$28.8B
$226K 0.01%
1,460
+13
CTVA icon
885
Corteva
CTVA
$48.8B
$226K 0.01%
3,371
+24
DAY
886
DELISTED
Dayforce
DAY
$226K 0.01%
3,266
+2,836
GTLB icon
887
GitLab
GTLB
$5.41B
$226K 0.01%
6,018
+5,840
ARW icon
888
Arrow Electronics
ARW
$8.1B
$226K 0.01%
2,047
-1,479
ETHA
889
iShares Ethereum Trust ETF
ETHA
$1.19B
$225K 0.01%
10,035
+6,174
CNP icon
890
CenterPoint Energy
CNP
$26.1B
$225K 0.01%
5,864
-282
TSCO icon
891
Tractor Supply
TSCO
$29.4B
$224K 0.01%
4,483
-3,487
SE icon
892
Sea Limited
SE
$64.3B
$222K 0.01%
1,742
-93
PEG icon
893
Public Service Enterprise Group
PEG
$40.3B
$222K 0.01%
2,767
-417
ON icon
894
ON Semiconductor
ON
$26.2B
$222K 0.01%
4,094
+220
LEN icon
895
Lennar Class A
LEN
$28.2B
$222K 0.01%
2,155
-522
IWY icon
896
iShares Russell Top 200 Growth ETF
IWY
$15.8B
$221K 0.01%
799
+754
NMR icon
897
Nomura Holdings
NMR
$26.8B
$221K 0.01%
26,321
+531
IUSV icon
898
iShares Core S&P US Value ETF
IUSV
$24.8B
$221K 0.01%
2,151
+1,184
WBS icon
899
Webster Financial
WBS
$11.8B
$221K 0.01%
3,505
-67
XOP icon
900
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$2.17B
$220K 0.01%
1,744
34 35
36
37 38