EWA

EverSource Wealth Advisors Portfolio holdings

AUM $2.71B
1-Year Est. Return 23.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.05%
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
4,506
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$16.6M
3
+$11.4M
4
APO icon
Apollo Global Management
APO
+$8.93M
5
FENI icon
Fidelity Enhanced International ETF
FENI
+$7.4M

Top Sells

1
+$8.36M
2
+$6.91M
3
+$5.91M
4
DIHP icon
Dimensional International High Profitability ETF
DIHP
+$3.55M
5
PPA icon
Invesco Aerospace & Defense ETF
PPA
+$2.71M

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
SITE icon
876
SiteOne Landscape Supply
SITE
$6.05B
$232K 0.01%
1,864
+426
IMO icon
877
Imperial Oil
IMO
$63B
$232K 0.01%
2,683
+84
HUBB icon
878
Hubbell
HUBB
$26.8B
$231K 0.01%
519
-13
CM icon
879
Canadian Imperial Bank of Commerce
CM
$89.6B
$229K 0.01%
2,527
+565
BN icon
880
Brookfield
BN
$89.3B
$229K 0.01%
4,979
+656
XLG icon
881
Invesco S&P 500 Top 50 ETF
XLG
$10.1B
$228K 0.01%
3,848
-59
TNGX icon
882
Tango Therapeutics
TNGX
$2.98B
$227K 0.01%
25,646
-1,007
YOU icon
883
Clear Secure
YOU
$5.41B
$227K 0.01%
6,463
+916
VDC icon
884
Vanguard Consumer Staples ETF
VDC
$7.66B
$227K 0.01%
1,073
-77
XLI icon
885
State Street Industrial Select Sector SPDR ETF
XLI
$28.5B
$226K 0.01%
1,460
+13
CTVA icon
886
Corteva
CTVA
$55.1B
$226K 0.01%
3,371
+24
DAY
887
DELISTED
Dayforce
DAY
$226K 0.01%
3,266
+2,836
GTLB icon
888
GitLab
GTLB
$3.52B
$226K 0.01%
6,018
+5,840
ARW icon
889
Arrow Electronics
ARW
$7.47B
$226K 0.01%
2,047
-1,479
ETHA
890
iShares Ethereum Trust ETF
ETHA
$7.24B
$225K 0.01%
10,035
+6,174
CNP icon
891
CenterPoint Energy
CNP
$27.5B
$225K 0.01%
5,864
-282
TSCO icon
892
Tractor Supply
TSCO
$24.2B
$224K 0.01%
4,483
-3,487
SE icon
893
Sea Limited
SE
$48.8B
$222K 0.01%
1,742
-93
PEG icon
894
Public Service Enterprise Group
PEG
$40.4B
$222K 0.01%
2,767
-417
ON icon
895
ON Semiconductor
ON
$24.9B
$222K 0.01%
4,094
+220
LEN icon
896
Lennar Class A
LEN
$22.8B
$222K 0.01%
2,155
-522
IWY icon
897
iShares Russell Top 200 Growth ETF
IWY
$14.9B
$221K 0.01%
799
+754
NMR icon
898
Nomura Holdings
NMR
$23.4B
$221K 0.01%
26,321
+531
IUSV icon
899
iShares Core S&P US Value ETF
IUSV
$24B
$221K 0.01%
2,151
+1,184
WBS icon
900
Webster Financial
WBS
$11.2B
$221K 0.01%
3,505
-67
34 35
36
37 38