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
$2.21B
AUM Growth
+$393M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,417
New
Increased
Reduced
Closed

Top Buys

1
+$29.5M
2
+$28M
3
+$9.83M
4
VBIL
Vanguard 0-3 Month Treasury Bill ETF
VBIL
+$9.77M
5
HOOD icon
Robinhood
HOOD
+$8.19M

Top Sells

1
+$10.6M
2
+$5.34M
3
+$4.93M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$4.76M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.57M

Sector Composition

1 Technology 12.57%
2 Financials 7.15%
3 Consumer Discretionary 5.78%
4 Industrials 3.77%
5 Healthcare 2.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IDVO icon
176
Amplify International Enhanced Dividend Income ETF
IDVO
$433M
$1.84M 0.08%
53,602
+11,597
WSO icon
177
Watsco Inc
WSO
$14.1B
$1.83M 0.08%
4,147
-920
FLEE icon
178
Franklin FTSE Europe ETF
FLEE
$122M
$1.83M 0.08%
54,664
+4,395
VCIT icon
179
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$57.5B
$1.81M 0.08%
21,799
-122
UNH icon
180
UnitedHealth
UNH
$301B
$1.81M 0.08%
5,790
+1,901
IEMG icon
181
iShares Core MSCI Emerging Markets ETF
IEMG
$113B
$1.79M 0.08%
29,808
+10,888
MCK icon
182
McKesson
MCK
$104B
$1.76M 0.08%
2,401
+366
SDY icon
183
State Street SPDR S&P Dividend ETF
SDY
$20.1B
$1.69M 0.08%
12,439
-341
JBL icon
184
Jabil
JBL
$21.6B
$1.68M 0.08%
7,722
-37
NET icon
185
Cloudflare
NET
$74.8B
$1.68M 0.08%
8,566
+7,933
DGCB icon
186
Dimensional Global Credit ETF
DGCB
$711M
$1.67M 0.08%
30,821
+781
XLF icon
187
Financial Select Sector SPDR Fund
XLF
$54.5B
$1.67M 0.08%
31,891
-1,367
DYNF icon
188
BlackRock US Equity Factor Rotation ETF
DYNF
$26.4B
$1.63M 0.07%
29,974
-3,981
CGSM icon
189
Capital Group Short Duration Municipal Income ETF
CGSM
$836M
$1.61M 0.07%
61,716
+20,404
SPYD icon
190
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.22B
$1.6M 0.07%
37,736
-4,445
ADBE icon
191
Adobe
ADBE
$140B
$1.6M 0.07%
4,130
+1,386
GDX icon
192
VanEck Gold Miners ETF
GDX
$22.3B
$1.6M 0.07%
30,644
+2,735
SGOV icon
193
iShares 0-3 Month Treasury Bond ETF
SGOV
$57.6B
$1.59M 0.07%
15,774
+132
RSG icon
194
Republic Services
RSG
$63.8B
$1.57M 0.07%
6,384
+977
IDV icon
195
iShares International Select Dividend ETF
IDV
$6.18B
$1.57M 0.07%
45,554
+3,748
AXP icon
196
American Express
AXP
$251B
$1.55M 0.07%
4,858
+687
DFGX icon
197
Dimensional Global ex US Core Fixed Income ETF
DFGX
$1.12B
$1.54M 0.07%
28,773
+2,510
SPAB icon
198
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$8.63B
$1.53M 0.07%
59,781
-3,722
GEV icon
199
GE Vernova
GEV
$151B
$1.52M 0.07%
2,880
+251
IBIT icon
200
iShares Bitcoin Trust
IBIT
$74.9B
$1.52M 0.07%
24,839
+3,308
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