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
LEA icon
1276
Lear
LEA
$7.31B
$106K ﹤0.01%
925
-84
CVE icon
1277
Cenovus Energy
CVE
$38.8B
$106K ﹤0.01%
6,264
+331
APA icon
1278
APA Corp
APA
$9.74B
$105K ﹤0.01%
4,301
-662
DOCU icon
1279
DocuSign
DOCU
$9.44B
$105K ﹤0.01%
1,536
+307
INFY icon
1280
Infosys
INFY
$68.1B
$105K ﹤0.01%
5,892
+594
CRDO icon
1281
Credo Technology Group
CRDO
$20.1B
$105K ﹤0.01%
727
+84
EXPI icon
1282
eXp World Holdings
EXPI
$1.38B
$104K ﹤0.01%
11,510
-335
OKTA icon
1283
Okta
OKTA
$15.4B
$104K ﹤0.01%
1,204
-468
THO icon
1284
Thor Industries
THO
$6.34B
$104K ﹤0.01%
1,013
-311
CHKP icon
1285
Check Point Software Technologies
CHKP
$19.4B
$104K ﹤0.01%
560
-65
RIVN icon
1286
Rivian
RIVN
$18.1B
$104K ﹤0.01%
5,254
+516
AOS icon
1287
A.O. Smith
AOS
$11B
$104K ﹤0.01%
1,548
+418
HWC icon
1288
Hancock Whitney
HWC
$5.93B
$104K ﹤0.01%
1,625
-31
MOH icon
1289
Molina Healthcare
MOH
$6.77B
$103K ﹤0.01%
595
-2,905
PBF icon
1290
PBF Energy
PBF
$4.11B
$103K ﹤0.01%
3,797
+211
HRB icon
1291
H&R Block
HRB
$4.16B
$103K ﹤0.01%
2,361
+965
EL icon
1292
Estee Lauder
EL
$35.8B
$103K ﹤0.01%
979
-17
HAYW icon
1293
Hayward Holdings
HAYW
$3.62B
$102K ﹤0.01%
6,615
+1,835
USAI icon
1294
Pacer American Energy Independence ETF
USAI
$89.3M
$102K ﹤0.01%
2,676
+6
TMHC icon
1295
Taylor Morrison
TMHC
$6.37B
$102K ﹤0.01%
1,728
+565
RCI icon
1296
Rogers Communications
RCI
$19.5B
$101K ﹤0.01%
2,689
+761
GTM
1297
ZoomInfo Technologies
GTM
$2.28B
$101K ﹤0.01%
9,971
-1,453
AB icon
1298
AllianceBernstein
AB
$3.59B
$101K ﹤0.01%
2,634
+16
GIB icon
1299
CGI
GIB
$17.8B
$101K ﹤0.01%
1,097
-36
ZION icon
1300
Zions Bancorporation
ZION
$9.64B
$101K ﹤0.01%
1,728
50 51
52
53 54