EWA

EverSource Wealth Advisors Portfolio holdings

AUM $3.27B
1-Year Est. Return 23.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.69%
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
4,506
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$16.6M
3
+$11.4M
4
APO icon
Apollo Global Management
APO
+$8.93M
5
FENI icon
Fidelity Enhanced International ETF
FENI
+$7.4M

Top Sells

1
+$8.36M
2
+$6.91M
3
+$5.91M
4
DIHP icon
Dimensional International High Profitability ETF
DIHP
+$3.55M
5
PPA icon
Invesco Aerospace & Defense ETF
PPA
+$2.71M

Sector Composition

1 Technology 12.23%
2 Financials 7.73%
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
VAC icon
2276
Marriott Vacations Worldwide
VAC
$3.07B
$23.3K ﹤0.01%
404
+263
NVRI icon
2277
Enviri
NVRI
$543M
$23.3K ﹤0.01%
1,299
+10
SLG icon
2278
SL Green Realty
SLG
$3.4B
$23.3K ﹤0.01%
507
-163
INTA icon
2279
Intapp
INTA
$1.88B
$23.2K ﹤0.01%
506
+321
NABL icon
2280
N-able
NABL
$712M
$23.2K ﹤0.01%
3,095
-629
FULT icon
2281
Fulton Financial
FULT
$4.2B
$23.1K ﹤0.01%
1,197
-429
LXFR icon
2282
Luxfer Holdings
LXFR
$457M
$23.1K ﹤0.01%
1,710
+2
GLRE icon
2283
Greenlight Captial
GLRE
$515M
$23.1K ﹤0.01%
1,586
+577
TNDM icon
2284
Tandem Diabetes Care
TNDM
$1.33B
$23.1K ﹤0.01%
1,051
+472
DOCN icon
2285
DigitalOcean
DOCN
$17.7B
$23.1K ﹤0.01%
480
+130
LLYVK icon
2286
Liberty Live Group Series C
LLYVK
$8.59B
$23K ﹤0.01%
277
+94
ANGX
2287
Angel Studios
ANGX
$511M
$23K ﹤0.01%
+4,925
PACS icon
2288
PACS Group
PACS
$5.86B
$23K ﹤0.01%
599
-9
CBL
2289
CBL Properties
CBL
$1.5B
$23K ﹤0.01%
621
+81
PRLB icon
2290
Protolabs
PRLB
$1.73B
$22.8K ﹤0.01%
451
+191
TNK icon
2291
Teekay Tankers
TNK
$2.5B
$22.8K ﹤0.01%
426
+197
LPG icon
2292
Dorian LPG
LPG
$1.78B
$22.8K ﹤0.01%
935
-386
RSI icon
2293
Rush Street Interactive
RSI
$2.69B
$22.8K ﹤0.01%
1,171
+308
ARLP icon
2294
Alliance Resource Partners
ARLP
$3.3B
$22.7K ﹤0.01%
979
+23
VRTS icon
2295
Virtus Investment Partners
VRTS
$979M
$22.7K ﹤0.01%
139
-16
BILI icon
2296
Bilibili
BILI
$7.27B
$22.7K ﹤0.01%
922
+12
HODL icon
2297
VanEck Bitcoin Trust
HODL
$1.01B
$22.6K ﹤0.01%
913
BLBD icon
2298
Blue Bird Corp
BLBD
$2.21B
$22.6K ﹤0.01%
480
+18
STNE icon
2299
StoneCo
STNE
$2.53B
$22.6K ﹤0.01%
1,525
+274
HNI icon
2300
HNI Corp
HNI
$2.24B
$22.5K ﹤0.01%
536
+123
90 91
92
93 94