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
VMI icon
976
Valmont Industries
VMI
$9.33B
$185K 0.01%
459
+39
GIL icon
977
Gildan
GIL
$13.2B
$185K 0.01%
2,954
+591
CR icon
978
Crane Co
CR
$11.3B
$184K 0.01%
997
+203
KMB icon
979
Kimberly-Clark
KMB
$34.6B
$184K 0.01%
1,823
-819
LYB icon
980
LyondellBasell Industries
LYB
$17.7B
$184K 0.01%
4,238
-4
AZZ icon
981
AZZ Inc
AZZ
$3.88B
$183K 0.01%
1,710
+281
EXPD icon
982
Expeditors International
EXPD
$22.1B
$182K 0.01%
1,222
+182
MUSA icon
983
Murphy USA
MUSA
$7.02B
$182K 0.01%
451
+323
PCLO
984
Virtus SEIX AAA Private Credit CLO ETF
PCLO
$17.5M
$181K 0.01%
7,257
-140
BALL icon
985
Ball Corp
BALL
$17.8B
$181K 0.01%
3,418
+1,320
RS icon
986
Reliance Steel & Aluminium
RS
$18.5B
$181K 0.01%
626
-103
LBRT icon
987
Liberty Energy
LBRT
$4.09B
$180K 0.01%
9,753
+6,354
STEP icon
988
StepStone Group
STEP
$5B
$179K 0.01%
2,790
+347
VV icon
989
Vanguard Large-Cap ETF
VV
$47.7B
$178K 0.01%
567
FITB
990
DELISTED
Fifth Third Bancorp
FITB
$178K 0.01%
3,810
+1,237
GSK icon
991
GSK
GSK
$121B
$178K 0.01%
3,635
+781
FLR icon
992
Fluor
FLR
$7.56B
$178K 0.01%
4,494
+2,249
PII icon
993
Polaris
PII
$3.9B
$178K 0.01%
2,815
+819
TLN
994
Talen Energy Corp
TLN
$15.8B
$178K 0.01%
475
+55
MORN icon
995
Morningstar
MORN
$6.81B
$178K 0.01%
819
+384
DXCM icon
996
DexCom
DXCM
$27.3B
$177K 0.01%
2,672
+1,804
CHWY icon
997
Chewy
CHWY
$11.6B
$177K 0.01%
5,353
-3,562
NSP icon
998
Insperity
NSP
$1.47B
$177K 0.01%
4,566
+869
MKL icon
999
Markel Group
MKL
$26.5B
$176K 0.01%
82
-30
DD icon
1000
DuPont de Nemours
DD
$19.6B
$176K 0.01%
4,376
-5,201
38 39
40
41 42