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
WIT icon
1076
Wipro
WIT
$26.3B
$155K 0.01%
54,491
-6,135
NFG icon
1077
National Fuel Gas
NFG
$8.15B
$154K 0.01%
1,926
-507
BLDR icon
1078
Builders FirstSource
BLDR
$13.8B
$154K 0.01%
1,497
-90
UNM icon
1079
Unum
UNM
$12.5B
$154K 0.01%
1,986
-78
SLF icon
1080
Sun Life Financial
SLF
$36.1B
$154K 0.01%
2,466
+360
TWLO icon
1081
Twilio
TWLO
$17.4B
$154K 0.01%
1,081
-47
GLPI icon
1082
Gaming and Leisure Properties
GLPI
$12.8B
$154K 0.01%
3,438
+2,551
SPTI icon
1083
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$9.4B
$153K 0.01%
5,288
ANF icon
1084
Abercrombie & Fitch
ANF
$4.48B
$152K 0.01%
1,209
+361
TS icon
1085
Tenaris
TS
$23.7B
$152K 0.01%
3,958
-155
IDA icon
1086
Idacorp
IDA
$7.31B
$152K 0.01%
1,199
-32
LRGF icon
1087
iShares US Equity Factor ETF
LRGF
$3.16B
$152K 0.01%
2,185
-136
ALC icon
1088
Alcon
ALC
$38.7B
$151K 0.01%
1,916
+187
CGDG icon
1089
Capital Group Dividend Growers ETF
CGDG
$4.48B
$151K 0.01%
4,236
-1,400
SBSW icon
1090
Sibanye-Stillwater
SBSW
$11.6B
$151K 0.01%
10,591
+656
CSL icon
1091
Carlisle Companies
CSL
$16.9B
$151K 0.01%
471
+253
NXPI icon
1092
NXP Semiconductors
NXPI
$56.5B
$151K 0.01%
694
-112
CNI icon
1093
Canadian National Railway
CNI
$62B
$150K 0.01%
1,518
+287
DRD
1094
DRDGold
DRD
$2.85B
$150K 0.01%
4,836
-551
VWOB icon
1095
Vanguard Emerging Markets Government Bond ETF
VWOB
$5.69B
$150K 0.01%
2,223
-1,011
PLXS icon
1096
Plexus
PLXS
$5.52B
$150K 0.01%
1,019
+168
CDW icon
1097
CDW
CDW
$18.6B
$149K 0.01%
1,096
-858
SANM icon
1098
Sanmina
SANM
$8.18B
$149K 0.01%
994
-216
FSLR icon
1099
First Solar
FSLR
$23.5B
$149K 0.01%
571
+19
LOPE icon
1100
Grand Canyon Education
LOPE
$4.75B
$149K 0.01%
895
+88
42 43
44
45 46