EWA

EverSource Wealth Advisors Portfolio holdings

AUM $3.27B
1-Year Est. Return 23.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.69%
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 7.73%
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
CLS icon
1076
Celestica
CLS
$42.7B
$155K 0.01%
526
+64
WIT icon
1077
Wipro
WIT
$22B
$155K 0.01%
54,491
-6,135
NFG icon
1078
National Fuel Gas
NFG
$7.36B
$154K 0.01%
1,926
-507
BLDR icon
1079
Builders FirstSource
BLDR
$7.92B
$154K 0.01%
1,497
-90
UNM icon
1080
Unum
UNM
$13.9B
$154K 0.01%
1,986
-78
SLF icon
1081
Sun Life Financial
SLF
$40.9B
$154K 0.01%
2,466
+360
TWLO icon
1082
Twilio
TWLO
$34.3B
$154K 0.01%
1,081
-47
GLPI icon
1083
Gaming and Leisure Properties
GLPI
$13.4B
$154K 0.01%
3,438
+2,551
SPTI icon
1084
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$10.1B
$153K 0.01%
5,288
ANF icon
1085
Abercrombie & Fitch
ANF
$3.37B
$152K 0.01%
1,209
+361
TS icon
1086
Tenaris
TS
$31B
$152K 0.01%
3,958
-155
IDA icon
1087
Idacorp
IDA
$7.83B
$152K 0.01%
1,199
-32
LRGF icon
1088
iShares US Equity Factor ETF
LRGF
$3.42B
$152K 0.01%
2,185
-136
ALC icon
1089
Alcon
ALC
$32.6B
$151K 0.01%
1,916
+187
CGDG icon
1090
Capital Group Dividend Growers ETF
CGDG
$5.01B
$151K 0.01%
4,236
-1,400
SBSW icon
1091
Sibanye-Stillwater
SBSW
$7.16B
$151K 0.01%
10,591
+656
CSL icon
1092
Carlisle Companies
CSL
$14B
$151K 0.01%
471
+253
NXPI icon
1093
NXP Semiconductors
NXPI
$74.7B
$151K 0.01%
694
-112
CNI icon
1094
Canadian National Railway
CNI
$73B
$150K 0.01%
1,518
+287
DRD
1095
DRDGold
DRD
$2.05B
$150K 0.01%
4,836
-551
VWOB icon
1096
Vanguard Emerging Markets Government Bond ETF
VWOB
$5.99B
$150K 0.01%
2,223
-1,011
PLXS icon
1097
Plexus
PLXS
$7.3B
$150K 0.01%
1,019
+168
CDW icon
1098
CDW
CDW
$17B
$149K 0.01%
1,096
-858
SANM icon
1099
Sanmina
SANM
$13.5B
$149K 0.01%
994
-216
FSLR icon
1100
First Solar
FSLR
$30B
$149K 0.01%
571
+19
42 43
44
45 46