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
BHF icon
1526
Brighthouse Financial
BHF
$3.71B
$64K ﹤0.01%
1,206
+733
DPZ icon
1527
Domino's
DPZ
$14.6B
$64K ﹤0.01%
148
-3
FLO icon
1528
Flowers Foods
FLO
$2.33B
$64K ﹤0.01%
4,905
-156
BAC.PRL icon
1529
Bank of America Series L
BAC.PRL
$3.88B
$64K ﹤0.01%
50
IGM icon
1530
iShares Expanded Tech Sector ETF
IGM
$8.86B
$63.9K ﹤0.01%
507
-54
XTJL icon
1531
Innovator US Equity Accelerated Plus ETF July
XTJL
$18.4M
$63.8K ﹤0.01%
1,684
AEIS icon
1532
Advanced Energy
AEIS
$7.88B
$63.6K ﹤0.01%
374
+62
CDE icon
1533
Coeur Mining
CDE
$11B
$63.6K ﹤0.01%
3,391
+23
IGF icon
1534
iShares Global Infrastructure ETF
IGF
$8.68B
$63.3K ﹤0.01%
1,036
+957
KN icon
1535
Knowles
KN
$1.86B
$63.2K ﹤0.01%
2,712
-783
DJT icon
1536
Trump Media & Technology Group
DJT
$4.16B
$63.2K ﹤0.01%
3,846
+151
CNA icon
1537
CNA Financial
CNA
$12.9B
$63.1K ﹤0.01%
1,359
-76
LSTR icon
1538
Landstar System
LSTR
$5B
$63.1K ﹤0.01%
515
+200
XPEV icon
1539
XPeng
XPEV
$17.7B
$63.1K ﹤0.01%
2,694
+389
HL icon
1540
Hecla Mining
HL
$12.8B
$63K ﹤0.01%
5,207
-949
STLA icon
1541
Stellantis
STLA
$33.7B
$62.9K ﹤0.01%
6,734
+448
SMR icon
1542
NuScale Power
SMR
$4.47B
$62.9K ﹤0.01%
1,746
+52
QDPL icon
1543
Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
QDPL
$1.38B
$62.9K ﹤0.01%
1,500
NPK icon
1544
National Presto Industries
NPK
$754M
$62.7K ﹤0.01%
559
-72
FUL icon
1545
H.B. Fuller
FUL
$3.29B
$62.4K ﹤0.01%
1,052
-166
CNX icon
1546
CNX Resources
CNX
$5.35B
$62.2K ﹤0.01%
1,935
+10
STRA icon
1547
Strategic Education
STRA
$1.95B
$62.1K ﹤0.01%
722
-440
JBGS
1548
JBG SMITH
JBGS
$1.03B
$62.1K ﹤0.01%
2,790
-483
PR icon
1549
Permian Resources
PR
$10.3B
$62K ﹤0.01%
4,844
+674
VTIP icon
1550
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$16.8B
$61.8K ﹤0.01%
1,221
+970
60 61
62
63 64