EWA

EverSource Wealth Advisors Portfolio holdings

AUM $2.71B
1-Year Est. Return 22.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.71B
AUM Growth
+$187M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,507
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$16.6M
3
+$11.4M
4
APO icon
Apollo Global Management
APO
+$9.74M
5
FENI icon
Fidelity Enhanced International ETF
FENI
+$7.57M

Top Sells

1
+$8.39M
2
+$6.99M
3
+$5.8M
4
DIHP icon
Dimensional International High Profitability ETF
DIHP
+$3.62M
5
PPA icon
Invesco Aerospace & Defense ETF
PPA
+$2.76M

Sector Composition

1 Technology 12.23%
2 Financials 7.71%
3 Consumer Discretionary 5.31%
4 Industrials 3.51%
5 Communication Services 3.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PLNT icon
1826
Planet Fitness
PLNT
$7.52B
$44K ﹤0.01%
406
+48
SIVR icon
1827
abrdn Physical Silver Shares ETF
SIVR
$5.79B
$44K ﹤0.01%
650
-175
CENX icon
1828
Century Aluminum
CENX
$4.37B
$44K ﹤0.01%
1,122
-601
PRAA icon
1829
PRA Group
PRAA
$440M
$43.9K ﹤0.01%
2,481
+1,471
BEN icon
1830
Franklin Resources
BEN
$14B
$43.9K ﹤0.01%
1,837
+524
BLD icon
1831
TopBuild
BLD
$13.9B
$43.8K ﹤0.01%
105
+31
PAAS icon
1832
Pan American Silver
PAAS
$22.1B
$43.6K ﹤0.01%
842
-186
UMBF icon
1833
UMB Financial
UMBF
$10B
$43.6K ﹤0.01%
379
+7
ABG icon
1834
Asbury Automotive
ABG
$4.29B
$43.5K ﹤0.01%
187
-146
GDS icon
1835
GDS Holdings
GDS
$8.55B
$43.5K ﹤0.01%
1,245
-132
ASND icon
1836
Ascendis Pharma
ASND
$13.3B
$43.3K ﹤0.01%
203
-16
AUB icon
1837
Atlantic Union Bankshares
AUB
$5.85B
$43.3K ﹤0.01%
1,226
-228
VIS icon
1838
Vanguard Industrials ETF
VIS
$7.15B
$43.3K ﹤0.01%
145
GNTX icon
1839
Gentex
GNTX
$5.36B
$43.3K ﹤0.01%
1,859
-2,757
PAC icon
1840
Grupo Aeroportuario del Pacifico
PAC
$14B
$43.2K ﹤0.01%
164
+65
LUMN icon
1841
Lumen
LUMN
$6.39B
$43.2K ﹤0.01%
5,563
+816
THS icon
1842
Treehouse Foods
THS
$1.25B
$43.2K ﹤0.01%
1,831
+462
TPG icon
1843
TPG
TPG
$8.2B
$43.1K ﹤0.01%
675
+649
DHIL icon
1844
Diamond Hill
DHIL
$462M
$43.1K ﹤0.01%
254
+38
TILE icon
1845
Interface
TILE
$1.98B
$42.9K ﹤0.01%
1,538
-50
JMUB icon
1846
JPMorgan Municipal ETF
JMUB
$6.82B
$42.7K ﹤0.01%
846
SPGP icon
1847
Invesco S&P 500 GARP ETF
SPGP
$2.46B
$42.7K ﹤0.01%
375
OKLO
1848
Oklo
OKLO
$9.71B
$42.6K ﹤0.01%
594
+73
CMPR icon
1849
Cimpress
CMPR
$1.79B
$42.6K ﹤0.01%
640
+1
TEM
1850
Tempus AI
TEM
$9.33B
$42.5K ﹤0.01%
720
+11
72 73
74
75 76