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
PBR.A icon
2301
Petrobras Class A
PBR.A
$90.8B
$22.5K ﹤0.01%
1,998
+474
ZROZ icon
2302
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
$1.51B
$22.5K ﹤0.01%
350
DCOM icon
2303
Dime Community Bancshares
DCOM
$1.59B
$22.5K ﹤0.01%
747
-82
AMPL icon
2304
Amplitude
AMPL
$967M
$22.5K ﹤0.01%
1,939
+1,301
VIAV icon
2305
Viavi Solutions
VIAV
$6.1B
$22.4K ﹤0.01%
1,258
+130
NBTB icon
2306
NBT Bancorp
NBTB
$2.44B
$22.4K ﹤0.01%
539
-53
MICC
2307
The Magnum Ice Cream Company N.V.
MICC
$11.8B
$22.4K ﹤0.01%
+1,411
DWM icon
2308
WisdomTree International Equity Fund
DWM
$675M
$22.3K ﹤0.01%
325
AG icon
2309
First Majestic Silver
AG
$10.8B
$22.3K ﹤0.01%
1,341
+42
H icon
2310
Hyatt Hotels
H
$15.5B
$22.3K ﹤0.01%
139
-77
PLUS icon
2311
ePlus
PLUS
$2.29B
$22.3K ﹤0.01%
254
-32
OUT icon
2312
Outfront Media
OUT
$4.5B
$22.3K ﹤0.01%
924
+297
SENEA icon
2313
Seneca Foods Class A
SENEA
$819M
$22.2K ﹤0.01%
201
-39
STVN icon
2314
Stevanato
STVN
$4.23B
$22.2K ﹤0.01%
1,105
+247
SEB icon
2315
Seaboard Corp
SEB
$5.21B
$22.2K ﹤0.01%
5
-5
WH icon
2316
Wyndham Hotels & Resorts
WH
$5.84B
$22.2K ﹤0.01%
293
-118
EIG icon
2317
Employers Holdings
EIG
$1.02B
$22.1K ﹤0.01%
513
-2
XERS icon
2318
Xeris Biopharma Holdings
XERS
$1.16B
$22.1K ﹤0.01%
2,818
+941
CATY icon
2319
Cathay General Bancorp
CATY
$3.64B
$22.1K ﹤0.01%
457
-25
ECOW icon
2320
Pacer Emerging Markets Cash Cows 100 ETF
ECOW
$160M
$22.1K ﹤0.01%
905
-85
GRBK icon
2321
Green Brick Partners
GRBK
$3.29B
$21.9K ﹤0.01%
350
+11
ACM icon
2322
Aecom
ACM
$13.1B
$21.9K ﹤0.01%
230
-67
HRL icon
2323
Hormel Foods
HRL
$13.7B
$21.9K ﹤0.01%
924
-1,887
HASI icon
2324
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$4.56B
$21.8K ﹤0.01%
693
-153
EVER icon
2325
EverQuote
EVER
$650M
$21.8K ﹤0.01%
806
-160
91 92
93
94 95