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
SWKS icon
1051
Skyworks Solutions
SWKS
$9.7B
$152K 0.01%
1,976
-322
NXST icon
1052
Nexstar Media Group
NXST
$6.12B
$152K 0.01%
768
+2
MAN icon
1053
ManpowerGroup
MAN
$1.38B
$152K 0.01%
4,000
+2,227
CRBG icon
1054
Corebridge Financial
CRBG
$15.5B
$151K 0.01%
4,726
+168
BFAM icon
1055
Bright Horizons
BFAM
$5.75B
$151K 0.01%
1,389
-822
AER icon
1056
AerCap
AER
$24.6B
$150K 0.01%
1,242
+99
SKM icon
1057
SK Telecom
SKM
$7.6B
$150K 0.01%
6,952
+1,220
QLYS icon
1058
Qualys
QLYS
$5.12B
$150K 0.01%
1,130
+484
WTS icon
1059
Watts Water Technologies
WTS
$9.33B
$149K 0.01%
535
+196
BCX icon
1060
BlackRock Resources & Commodities Strategy Trust
BCX
$826M
$149K 0.01%
14,688
-15
TROW icon
1061
T. Rowe Price
TROW
$22.5B
$149K 0.01%
1,455
-91
NLR icon
1062
VanEck Uranium + Nuclear Energy ETF
NLR
$3.67B
$149K 0.01%
1,100
OMFL icon
1063
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
$4.92B
$149K 0.01%
2,472
-124
DRD
1064
DRDGold
DRD
$2.7B
$149K 0.01%
5,387
+1,070
CRS icon
1065
Carpenter Technology
CRS
$16.3B
$149K 0.01%
605
+155
JPIE icon
1066
JPMorgan Income ETF
JPIE
$6.55B
$148K 0.01%
3,194
+1,552
SLVP icon
1067
iShares MSCI Global Silver and Metals Miners ETF
SLVP
$748M
$148K 0.01%
5,395
-984
BZ icon
1068
Kanzhun
BZ
$9.68B
$148K 0.01%
6,320
+470
RDDT icon
1069
Reddit
RDDT
$44.2B
$147K 0.01%
641
+588
THG icon
1070
Hanover Insurance
THG
$6.57B
$147K 0.01%
811
+85
TS icon
1071
Tenaris
TS
$19.3B
$147K 0.01%
4,113
-335
IQLT icon
1072
iShares MSCI Intl Quality Factor ETF
IQLT
$13.4B
$147K 0.01%
3,329
+493
FCNCA icon
1073
First Citizens BancShares
FCNCA
$26.5B
$147K 0.01%
82
-6
SAIA icon
1074
Saia
SAIA
$8.53B
$146K 0.01%
489
-82
CR icon
1075
Crane Co
CR
$10.8B
$146K 0.01%
794
+256
41 42
43
44 45