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
CSV icon
2526
Carriage Services
CSV
$691M
$15.7K ﹤0.01%
353
+219
WSC icon
2527
WillScot Mobile Mini Holdings
WSC
$3.66B
$15.7K ﹤0.01%
744
-68
BBUS icon
2528
JPMorgan BetaBuilders US Equity ETF
BBUS
$6.63B
$15.7K ﹤0.01%
130
+1
AIN icon
2529
Albany International
AIN
$1.46B
$15.6K ﹤0.01%
293
-247
PRAA icon
2530
PRA Group
PRAA
$647M
$15.6K ﹤0.01%
1,010
+79
PGY icon
2531
Pagaya Technologies
PGY
$1.76B
$15.6K ﹤0.01%
525
+17
MQ icon
2532
Marqeta
MQ
$2.11B
$15.5K ﹤0.01%
2,940
+2,327
BGS icon
2533
B&G Foods
BGS
$377M
$15.5K ﹤0.01%
3,504
+1,135
FIP icon
2534
FTAI Infrastructure
FIP
$568M
$15.5K ﹤0.01%
3,554
+124
BCBP icon
2535
BCB Bancorp
BCBP
$145M
$15.5K ﹤0.01%
1,782
+298
TR icon
2536
Tootsie Roll Industries
TR
$2.73B
$15.5K ﹤0.01%
369
+42
SGHC icon
2537
SGHC Ltd
SGHC
$5.82B
$15.4K ﹤0.01%
1,169
DRH icon
2538
Diamondrock Hospitality Company Common Stock
DRH
$1.89B
$15.4K ﹤0.01%
1,938
+357
BUSE icon
2539
First Busey Corp
BUSE
$2.23B
$15.4K ﹤0.01%
666
+42
AI icon
2540
C3.ai
AI
$2.07B
$15.4K ﹤0.01%
887
-475
ADAM
2541
Adamas Trust
ADAM
$661M
$15.4K ﹤0.01%
2,206
+61
POWI icon
2542
Power Integrations
POWI
$2B
$15.4K ﹤0.01%
382
+148
SNCY icon
2543
Sun Country Airlines
SNCY
$780M
$15.3K ﹤0.01%
1,298
-860
TNC icon
2544
Tennant Co
TNC
$1.39B
$15.3K ﹤0.01%
189
+102
XERS icon
2545
Xeris Biopharma Holdings
XERS
$1.19B
$15.3K ﹤0.01%
1,877
-314
AIR icon
2546
AAR Corp
AIR
$3.28B
$15.2K ﹤0.01%
170
-149
BITB icon
2547
Bitwise Bitcoin ETF
BITB
$3.31B
$15.2K ﹤0.01%
245
+55
EVV
2548
Eaton Vance Limited Duration Income Fund
EVV
$1.16B
$15.2K ﹤0.01%
1,500
MMI icon
2549
Marcus & Millichap
MMI
$1.08B
$15.2K ﹤0.01%
518
+88
IBEX icon
2550
IBEX
IBEX
$503M
$15.2K ﹤0.01%
375
+36
100 101
102
103 104