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
HXL icon
1701
Hexcel
HXL
$5.93B
$50.5K ﹤0.01%
806
-80
MC icon
1702
Moelis & Co
MC
$5.18B
$50.5K ﹤0.01%
708
+111
DY icon
1703
Dycom Industries
DY
$9.97B
$50.5K ﹤0.01%
173
+12
PRMB
1704
Primo Brands
PRMB
$5.89B
$50.2K ﹤0.01%
2,273
+182
WTM icon
1705
White Mountains Insurance
WTM
$5.19B
$50.1K ﹤0.01%
30
-13
WY icon
1706
Weyerhaeuser
WY
$16.9B
$50.1K ﹤0.01%
2,023
-82
ASR icon
1707
Grupo Aeroportuario del Sureste
ASR
$9.68B
$50.1K ﹤0.01%
155
-1
WSFS icon
1708
WSFS Financial
WSFS
$3.14B
$50K ﹤0.01%
927
-45
IAUX
1709
i-80 Gold Corp
IAUX
$1.27B
$49.9K ﹤0.01%
52,267
-11,900
VRRM icon
1710
Verra Mobility
VRRM
$3.53B
$49.9K ﹤0.01%
2,020
+526
PHIN icon
1711
Phinia Inc
PHIN
$2.33B
$49.9K ﹤0.01%
868
+222
ITUB icon
1712
Itaú Unibanco
ITUB
$76.2B
$49.9K ﹤0.01%
6,794
-172
ENTG icon
1713
Entegris
ENTG
$12.7B
$49.9K ﹤0.01%
539
-105
FCF icon
1714
First Commonwealth Financial
FCF
$1.79B
$49.9K ﹤0.01%
2,924
+315
MUSA icon
1715
Murphy USA
MUSA
$7.59B
$49.7K ﹤0.01%
128
+60
BDN
1716
Brandywine Realty Trust
BDN
$521M
$49.6K ﹤0.01%
11,904
-401
AGI icon
1717
Alamos Gold
AGI
$16.2B
$49.4K ﹤0.01%
1,416
+581
CCS icon
1718
Century Communities
CCS
$1.75B
$49K ﹤0.01%
773
+43
PNW icon
1719
Pinnacle West Capital
PNW
$10.4B
$48.9K ﹤0.01%
546
-784
FIBK icon
1720
First Interstate BancSystem
FIBK
$3.68B
$48.9K ﹤0.01%
1,535
+54
SBRA icon
1721
Sabra Healthcare REIT
SBRA
$4.66B
$48.9K ﹤0.01%
2,624
+69
CYTK icon
1722
Cytokinetics
CYTK
$7.67B
$48.9K ﹤0.01%
889
+123
WABC icon
1723
Westamerica Bancorp
WABC
$1.25B
$48.8K ﹤0.01%
977
+123
TTEK icon
1724
Tetra Tech
TTEK
$8.99B
$48.8K ﹤0.01%
1,463
-392
TW icon
1725
Tradeweb Markets
TW
$22.3B
$48.7K ﹤0.01%
439
-661
67 68
69
70 71