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
LCII icon
1276
LCI Industries
LCII
$2.29B
$106K ﹤0.01%
874
-281
LEA icon
1277
Lear
LEA
$7.09B
$106K ﹤0.01%
925
-84
CVE icon
1278
Cenovus Energy
CVE
$52.6B
$106K ﹤0.01%
6,264
+331
APA icon
1279
APA Corp
APA
$12.9B
$105K ﹤0.01%
4,301
-662
DOCU
1280
DocuSign
DOCU
$9.18B
$105K ﹤0.01%
1,536
+307
INFY icon
1281
Infosys
INFY
$50.2B
$105K ﹤0.01%
5,892
+594
CRDO icon
1282
Credo Technology Group
CRDO
$38.2B
$105K ﹤0.01%
727
+84
AGNT
1283
eXp World Holdings
AGNT
$781M
$104K ﹤0.01%
11,510
-335
OKTA icon
1284
Okta
OKTA
$20.6B
$104K ﹤0.01%
1,204
-468
THO icon
1285
Thor Industries
THO
$3.94B
$104K ﹤0.01%
1,013
-311
CHKP icon
1286
Check Point Software Technologies
CHKP
$14.1B
$104K ﹤0.01%
560
-65
RIVN icon
1287
Rivian
RIVN
$22B
$104K ﹤0.01%
5,254
+516
AOS icon
1288
A.O. Smith
AOS
$7.88B
$104K ﹤0.01%
1,548
+418
HWC icon
1289
Hancock Whitney
HWC
$5.63B
$104K ﹤0.01%
1,625
-31
MOH icon
1290
Molina Healthcare
MOH
$9.94B
$103K ﹤0.01%
595
-2,905
PBF icon
1291
PBF Energy
PBF
$5.03B
$103K ﹤0.01%
3,797
+211
HRB icon
1292
H&R Block
HRB
$4.83B
$103K ﹤0.01%
2,361
+965
EL icon
1293
Estee Lauder
EL
$30.2B
$103K ﹤0.01%
979
-17
HAYW icon
1294
Hayward Holdings
HAYW
$3.05B
$102K ﹤0.01%
6,615
+1,835
USAI icon
1295
Pacer American Energy Infrastructure ETF
USAI
$108M
$102K ﹤0.01%
2,676
+6
TMHC icon
1296
Taylor Morrison
TMHC
$6.59B
$102K ﹤0.01%
1,728
+565
RCI icon
1297
Rogers Communications
RCI
$20.3B
$101K ﹤0.01%
2,689
+761
GTM
1298
ZoomInfo Technologies
GTM
$878M
$101K ﹤0.01%
9,971
-1,453
AB icon
1299
AllianceBernstein
AB
$3.48B
$101K ﹤0.01%
2,634
+16
GIB icon
1300
CGI
GIB
$14.1B
$101K ﹤0.01%
1,097
-36
50 51
52
53 54