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
DECK icon
976
Deckers Outdoor
DECK
$14.4B
$176K 0.01%
1,733
-547
ULS icon
977
UL Solutions
ULS
$15.9B
$175K 0.01%
2,474
+1,998
PPL icon
978
PPL Corp
PPL
$25.6B
$175K 0.01%
4,702
+7
VV icon
979
Vanguard Large-Cap ETF
VV
$47.1B
$175K 0.01%
+567
VNT icon
980
Vontier
VNT
$5.46B
$174K 0.01%
4,155
+252
LVS icon
981
Las Vegas Sands
LVS
$45.2B
$173K 0.01%
3,218
+1,072
JPIB icon
982
JPMorgan International Bond Opportunities ETF
JPIB
$1.45B
$173K 0.01%
3,526
+1,242
DRI icon
983
Darden Restaurants
DRI
$21.9B
$173K 0.01%
907
-369
TZA icon
984
Direxion Daily Small Cap Bear 3x Shares
TZA
$300M
$172K 0.01%
21,009
+11
OPRA
985
Opera Ltd
OPRA
$1.26B
$172K 0.01%
8,351
+176
IJK icon
986
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.22B
$172K 0.01%
1,795
FFA
987
First Trust Enhanced Equity Income Fund
FFA
$434M
$172K 0.01%
+7,993
IWN icon
988
iShares Russell 2000 Value ETF
IWN
$12.2B
$172K 0.01%
+972
VICI icon
989
VICI Properties
VICI
$29.8B
$172K 0.01%
5,262
-3,767
TPLE
990
DELISTED
Timothy Plan US Large/Mid Cap Core Enhanced ETF
TPLE
$172K 0.01%
6,225
-567
PAHC icon
991
Phibro Animal Health
PAHC
$1.48B
$171K 0.01%
4,233
+1,513
AXTA icon
992
Axalta
AXTA
$6.83B
$170K 0.01%
5,943
+2,442
PUK icon
993
Prudential
PUK
$39.3B
$169K 0.01%
6,047
+915
KMPR icon
994
Kemper
KMPR
$2.37B
$169K 0.01%
3,278
+277
ILF icon
995
iShares Latin America 40 ETF
ILF
$2.33B
$169K 0.01%
5,836
+5,040
NJUL icon
996
Innovator Growth-100 Power Buffer ETF July
NJUL
$236M
$168K 0.01%
2,369
FTS icon
997
Fortis
FTS
$25.9B
$168K 0.01%
3,317
+415
CHDN icon
998
Churchill Downs
CHDN
$8.03B
$168K 0.01%
1,732
-357
TKO icon
999
TKO Group
TKO
$16.9B
$167K 0.01%
828
-31
DCI icon
1000
Donaldson
DCI
$10.7B
$167K 0.01%
2,041
+9
38 39
40
41 42