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
DFEM icon
151
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$6.78B
$2.55M 0.1%
79,571
+8,653
SNOW icon
152
Snowflake
SNOW
$73.7B
$2.53M 0.1%
11,222
+1,753
UPRO icon
153
ProShares UltraPro S&P 500
UPRO
$4.69B
$2.52M 0.1%
22,613
+13,288
ABBV icon
154
AbbVie
ABBV
$395B
$2.46M 0.1%
10,637
+55
SCHG icon
155
Schwab US Large-Cap Growth ETF
SCHG
$52B
$2.4M 0.09%
75,131
+56,086
MS icon
156
Morgan Stanley
MS
$283B
$2.38M 0.09%
15,002
-233
CLH icon
157
Clean Harbors
CLH
$12.9B
$2.37M 0.09%
10,227
-3
CYBR icon
158
CyberArk
CYBR
$23.4B
$2.35M 0.09%
4,854
-410
SCHV icon
159
Schwab US Large-Cap Value ETF
SCHV
$14.3B
$2.34M 0.09%
80,289
+80,178
SYM icon
160
Symbotic
SYM
$6.79B
$2.3M 0.09%
42,720
+3,854
USIG icon
161
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$15.4B
$2.29M 0.09%
43,773
+2,606
LKQ icon
162
LKQ Corp
LKQ
$7.93B
$2.23M 0.09%
72,942
-24,258
CRM icon
163
Salesforce
CRM
$239B
$2.22M 0.09%
9,387
+609
UNH icon
164
UnitedHealth
UNH
$309B
$2.22M 0.09%
6,430
+640
RTX icon
165
RTX Corp
RTX
$244B
$2.18M 0.09%
13,046
+260
BAC icon
166
Bank of America
BAC
$404B
$2.18M 0.09%
42,160
-1,042
DGCB icon
167
Dimensional Global Credit ETF
DGCB
$784M
$2.17M 0.09%
39,111
+8,290
LIN icon
168
Linde
LIN
$195B
$2.14M 0.08%
4,511
+238
TBG icon
169
TBG Dividend Focus ETF
TBG
$199M
$2.13M 0.08%
64,542
+26,466
AVUV icon
170
Avantis US Small Cap Value ETF
AVUV
$20.5B
$2.07M 0.08%
20,800
-14,915
IDVO icon
171
Amplify International Enhanced Dividend Income ETF
IDVO
$576M
$2.05M 0.08%
54,893
+1,291
COP icon
172
ConocoPhillips
COP
$118B
$2.04M 0.08%
21,580
-2,693
ABT icon
173
Abbott
ABT
$218B
$2.04M 0.08%
15,197
+267
TPHD icon
174
Timothy Plan High Dividend Stock ETF
TPHD
$322M
$2.01M 0.08%
51,201
-25,487
NET icon
175
Cloudflare
NET
$68.9B
$1.99M 0.08%
9,288
+722
5 6
7
8 9