EWA

EverSource Wealth Advisors Portfolio holdings

AUM $2.53B
1-Year Est. Return 23.79%
This Quarter Est. Return
1 Year Est. Return
+23.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.53B
AUM Growth
+$314M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,514
New
Increased
Reduced
Closed

Top Buys

1
+$26.7M
2
+$6.53M
3
+$6.5M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$6.1M
5
AVDE icon
Avantis International Equity ETF
AVDE
+$6.06M

Top Sells

1
+$6.15M
2
+$3.3M
3
+$2.99M
4
PLTR icon
Palantir
PLTR
+$2.35M
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$2.31M

Sector Composition

1 Technology 12.86%
2 Financials 7.68%
3 Consumer Discretionary 5.5%
4 Industrials 3.52%
5 Communication Services 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AVY icon
1326
Avery Dennison
AVY
$14B
$92.1K ﹤0.01%
568
+179
SCHJ icon
1327
Schwab 1-5 Year Corporate Bond ETF
SCHJ
$649M
$92K ﹤0.01%
+3,689
ESAB icon
1328
ESAB
ESAB
$6.9B
$92K ﹤0.01%
824
-148
KEY icon
1329
KeyCorp
KEY
$22.9B
$92K ﹤0.01%
4,920
-228
BXP icon
1330
Boston Properties
BXP
$10.9B
$91.9K ﹤0.01%
1,236
+116
RWO icon
1331
SPDR Dow Jones Global Real Estate ETF
RWO
$1.13B
$91.4K ﹤0.01%
1,997
+1,167
MKSI icon
1332
MKS Inc
MKSI
$10.7B
$91.2K ﹤0.01%
737
-101
TGNA icon
1333
TEGNA Inc
TGNA
$3.11B
$91.1K ﹤0.01%
4,480
+517
EQH icon
1334
Equitable Holdings
EQH
$13.8B
$91.1K ﹤0.01%
1,793
+9
FHI icon
1335
Federated Hermes
FHI
$4.08B
$91K ﹤0.01%
1,753
+186
MVST icon
1336
Microvast
MVST
$965M
$90.8K ﹤0.01%
23,592
-8,000
TCBI icon
1337
Texas Capital Bancshares
TCBI
$4.23B
$90.7K ﹤0.01%
1,073
+327
TIGO icon
1338
Millicom
TIGO
$8.98B
$90.6K ﹤0.01%
1,867
+454
TPL icon
1339
Texas Pacific Land
TPL
$20.7B
$90.6K ﹤0.01%
97
+29
TPHE
1340
DELISTED
Timothy Plan High Dividend Stock Enhanced ETF
TPHE
$90.5K ﹤0.01%
3,465
+22
SLM icon
1341
SLM Corp
SLM
$5.55B
$90.4K ﹤0.01%
3,267
-728
LBTYA icon
1342
Liberty Global Class A
LBTYA
$3.77B
$90K ﹤0.01%
7,850
+5,055
NOV icon
1343
NOV
NOV
$5.72B
$89.7K ﹤0.01%
6,773
-746
VRNS icon
1344
Varonis Systems
VRNS
$3.94B
$89.7K ﹤0.01%
1,561
+348
FRSH icon
1345
Freshworks
FRSH
$3.53B
$89.6K ﹤0.01%
7,612
+3,133
SUN icon
1346
Sunoco
SUN
$9.81B
$88.9K ﹤0.01%
1,777
-107
WNS
1347
DELISTED
WNS Holdings
WNS
$88.8K ﹤0.01%
1,164
-268
PFGC icon
1348
Performance Food Group
PFGC
$14.4B
$88.6K ﹤0.01%
852
+193
DOCU icon
1349
DocuSign
DOCU
$14B
$88.6K ﹤0.01%
1,229
+161
SUI icon
1350
Sun Communities
SUI
$15.2B
$88.1K ﹤0.01%
683
+68
52 53
54
55 56