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
PEO
1851
Adams Natural Resources Fund
PEO
$571M
$40.3K ﹤0.01%
1,873
RUN icon
1852
Sunrun
RUN
$4.24B
$40.3K ﹤0.01%
2,330
-184
CMPR icon
1853
Cimpress
CMPR
$1.8B
$40.3K ﹤0.01%
639
+118
ELP icon
1854
Companhia Paranaense de Energia (COPEL)
ELP
$7.2B
$40.1K ﹤0.01%
4,095
-223
SAFT icon
1855
Safety Insurance
SAFT
$1.17B
$40.1K ﹤0.01%
567
+71
HTO
1856
H2O America
HTO
$1.75B
$40.1K ﹤0.01%
823
+289
SLG icon
1857
SL Green Realty
SLG
$3.15B
$40.1K ﹤0.01%
670
-118
FBP icon
1858
First Bancorp
FBP
$3.39B
$40.1K ﹤0.01%
1,817
-56
BCH icon
1859
Banco de Chile
BCH
$19B
$40.1K ﹤0.01%
1,322
-182
SVM
1860
Silvercorp Metals
SVM
$1.91B
$40K ﹤0.01%
6,333
+3,929
USPH icon
1861
US Physical Therapy
USPH
$1.18B
$40K ﹤0.01%
471
+192
ELME
1862
Elme Communities
ELME
$1.53B
$39.9K ﹤0.01%
2,369
-866
UNFI icon
1863
United Natural Foods
UNFI
$2.05B
$39.9K ﹤0.01%
1,061
-271
HDV icon
1864
iShares Core High Dividend ETF
HDV
$11.8B
$39.9K ﹤0.01%
326
CFA icon
1865
VictoryShares US 500 Volatility Wtd ETF
CFA
$524M
$39.8K ﹤0.01%
438
+1
PAM icon
1866
Pampa Energía
PAM
$4.82B
$39.8K ﹤0.01%
663
-229
PAAS icon
1867
Pan American Silver
PAAS
$21.8B
$39.8K ﹤0.01%
1,028
+497
MIDD icon
1868
Middleby
MIDD
$7.44B
$39.7K ﹤0.01%
299
-28
VFC icon
1869
VF Corp
VFC
$7.28B
$39.7K ﹤0.01%
2,748
+1,027
TTD icon
1870
Trade Desk
TTD
$18B
$39.6K ﹤0.01%
809
-522
PBI icon
1871
Pitney Bowes
PBI
$1.71B
$39.6K ﹤0.01%
3,472
PLOW icon
1872
Douglas Dynamics
PLOW
$776M
$39.6K ﹤0.01%
1,266
+583
KBR icon
1873
KBR
KBR
$5.12B
$39.5K ﹤0.01%
836
+229
SXT icon
1874
Sensient Technologies
SXT
$4.11B
$39.5K ﹤0.01%
421
-54
GOVT icon
1875
iShares US Treasury Bond ETF
GOVT
$33.2B
$39.5K ﹤0.01%
1,707
-1,354
73 74
75
76 77