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
NOK icon
1601
Nokia
NOK
$35.4B
$57.4K ﹤0.01%
11,940
-3,843
TEM
1602
Tempus AI
TEM
$11.1B
$57.2K ﹤0.01%
709
+18
HTHT icon
1603
Huazhu Hotels Group
HTHT
$14.9B
$57.2K ﹤0.01%
1,463
+13
COLM icon
1604
Columbia Sportswear
COLM
$3.02B
$57.2K ﹤0.01%
1,094
+411
ACLS icon
1605
Axcelis
ACLS
$2.51B
$57.1K ﹤0.01%
585
+134
BYLD icon
1606
iShares Yield Optimized Bond ETF
BYLD
$303M
$57K ﹤0.01%
2,486
+15
MMYT icon
1607
MakeMyTrip
MMYT
$7.97B
$56.8K ﹤0.01%
607
+9
KRP icon
1608
Kimbell Royalty Partners
KRP
$1.07B
$56.7K ﹤0.01%
4,200
HIMS icon
1609
Hims & Hers Health
HIMS
$7.92B
$56.6K ﹤0.01%
998
+60
KJAN icon
1610
Innovator US Small Cap Power Buffer ETF January
KJAN
$281M
$56.6K ﹤0.01%
1,402
MTX icon
1611
Minerals Technologies
MTX
$1.91B
$56.5K ﹤0.01%
910
+314
SATS icon
1612
EchoStar
SATS
$29.5B
$56.5K ﹤0.01%
740
-198
RVT icon
1613
Royce Value Trust
RVT
$1.92B
$56.5K ﹤0.01%
3,500
+1,750
STAG icon
1614
STAG Industrial
STAG
$6.97B
$56.3K ﹤0.01%
1,596
+160
AMG icon
1615
Affiliated Managers Group
AMG
$7.73B
$56.3K ﹤0.01%
236
-45
FDLS icon
1616
Inspire Fidelis Multi Factor ETF
FDLS
$122M
$56.2K ﹤0.01%
1,608
+150
MTH icon
1617
Meritage Homes
MTH
$4.81B
$55.9K ﹤0.01%
772
+73
FORM icon
1618
FormFactor
FORM
$4.26B
$55.9K ﹤0.01%
1,534
-309
CMCL icon
1619
Caledonia Mining Corp
CMCL
$463M
$55.8K ﹤0.01%
1,541
-369
GEF icon
1620
Greif
GEF
$4.08B
$55.8K ﹤0.01%
933
+646
GGAL icon
1621
Galicia Financial Group
GGAL
$8.66B
$55.7K ﹤0.01%
2,020
-399
SHC icon
1622
Sotera Health
SHC
$4.86B
$55.6K ﹤0.01%
3,534
+246
TRMK icon
1623
Trustmark
TRMK
$2.46B
$55.6K ﹤0.01%
1,403
+155
NTCT icon
1624
NETSCOUT
NTCT
$2.01B
$55.5K ﹤0.01%
2,149
+133
COHR icon
1625
Coherent
COHR
$27.6B
$55.5K ﹤0.01%
515
-201
63 64
65
66 67