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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
$3.27B
AUM Growth
+$559M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,536
New
Increased
Reduced
Closed

Top Buys

1
+$80.7M
2
+$60.1M
3
+$57.5M
4
PRXG
Praxis Impact Large Cap Growth ETF
PRXG
+$36.9M
5
PRXV
Praxis Impact Large Cap Value ETF
PRXV
+$31.2M

Top Sells

1
+$13.2M
2
+$12.1M
3
+$7.31M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$7.17M
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$6.24M

Sector Composition

1 Technology 11.37%
2 Financials 6.3%
3 Consumer Discretionary 4.55%
4 Industrials 3.62%
5 Healthcare 2.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VYM icon
101
Vanguard High Dividend Yield ETF
VYM
$78.3B
$6.02M 0.18%
40,662
-7,233
DHI icon
102
D.R. Horton
DHI
$44.8B
$5.94M 0.18%
43,296
-971
PTL icon
103
Inspire 500 ETF
PTL
$859M
$5.88M 0.18%
23,454
+16,417
V icon
104
Visa
V
$622B
$5.86M 0.18%
19,388
+1,668
PANW icon
105
Palo Alto Networks
PANW
$235B
$5.85M 0.18%
36,503
+10,146
IVSS
106
Applied Finance IVS US SMID ETF
IVSS
$26.2M
$5.83M 0.18%
+224,789
DFSD icon
107
Dimensional Short-Duration Fixed Income ETF
DFSD
$6.87B
$5.8M 0.18%
121,215
-51,742
DFAE icon
108
Dimensional Emerging Core Equity Market ETF
DFAE
$10.1B
$5.72M 0.18%
169,072
+20,981
IEFA icon
109
iShares Core MSCI EAFE ETF
IEFA
$185B
$5.66M 0.17%
62,516
+6,830
SLV icon
110
iShares Silver Trust
SLV
$31.8B
$5.62M 0.17%
82,503
+18,775
AVDV icon
111
Avantis International Small Cap Value ETF
AVDV
$19.8B
$5.53M 0.17%
55,388
+3,960
HQY icon
112
HealthEquity
HQY
$7.12B
$5.51M 0.17%
65,890
+11,545
JNJ icon
113
Johnson & Johnson
JNJ
$550B
$5.51M 0.17%
22,523
+7,448
VBR icon
114
Vanguard Small-Cap Value ETF
VBR
$36.1B
$5.48M 0.17%
25,228
+8,974
VIGI icon
115
Vanguard International Dividend Appreciation ETF
VIGI
$8.73B
$5.42M 0.17%
61,306
+6,814
SO icon
116
Southern Company
SO
$105B
$5.21M 0.16%
53,971
+21,567
VXUS icon
117
Vanguard Total International Stock ETF
VXUS
$155B
$5.08M 0.16%
65,936
+12,586
MU icon
118
Micron Technology
MU
$1.28T
$5.04M 0.15%
14,917
+5,290
HEFA icon
119
iShares Currency Hedged MSCI EAFE ETF
HEFA
$7.34B
$5.02M 0.15%
118,144
+39,002
DE icon
120
Deere & Co
DE
$159B
$5M 0.15%
8,882
+784
TSM icon
121
TSMC
TSM
$2.4T
$4.97M 0.15%
14,693
+3,044
AVEM icon
122
Avantis Emerging Markets Equity ETF
AVEM
$27B
$4.93M 0.15%
61,151
+19,222
CGDV icon
123
Capital Group Dividend Value ETF
CGDV
$35.8B
$4.85M 0.15%
113,985
+4,419
VTEB icon
124
Vanguard Tax-Exempt Bond Index Fund
VTEB
$44.9B
$4.84M 0.15%
97,016
-4,672
RDVY icon
125
First Trust Rising Dividend Achievers ETF
RDVY
$23.6B
$4.64M 0.14%
67,970
+1,783
3 4
5
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