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 12.56%
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
GDOT icon
2526
Green Dot
GDOT
$601M
$14.7K ﹤0.01%
1,362
+1,262
GSL icon
2527
Global Ship Lease
GSL
$1.23B
$14.7K ﹤0.01%
558
-97
AMWD icon
2528
American Woodmark
AMWD
$747M
$14.7K ﹤0.01%
275
+158
BY icon
2529
Byline Bancorp
BY
$1.26B
$14.7K ﹤0.01%
549
+534
LBRDA icon
2530
Liberty Broadband Class A
LBRDA
$6.7B
$14.7K ﹤0.01%
150
+135
VSEC icon
2531
VSE Corp
VSEC
$4B
$14.7K ﹤0.01%
112
+105
HBI icon
2532
Hanesbrands
HBI
$2.35B
$14.7K ﹤0.01%
3,202
+1,329
ENLT icon
2533
Enlight Renewable Energy
ENLT
$4.94B
$14.7K ﹤0.01%
+645
KOP icon
2534
Koppers
KOP
$568M
$14.7K ﹤0.01%
456
+110
PSNY icon
2535
Gores Guggenheim
PSNY
$1.11B
$14.6K ﹤0.01%
+13,691
CZR icon
2536
Caesars Entertainment
CZR
$4.04B
$14.6K ﹤0.01%
516
+49
GMRE
2537
Global Medical REIT
GMRE
$439M
$14.6K ﹤0.01%
423
-26
ALG icon
2538
Alamo Group
ALG
$1.97B
$14.6K ﹤0.01%
67
+39
ASGN icon
2539
ASGN Inc
ASGN
$1.83B
$14.6K ﹤0.01%
293
+247
EIC
2540
Eagle Point Income Co
EIC
$310M
$14.6K ﹤0.01%
+1,070
TX icon
2541
Ternium
TX
$7.13B
$14.6K ﹤0.01%
485
+279
PAX icon
2542
Patria Investments
PAX
$2.33B
$14.5K ﹤0.01%
1,034
+833
VCTR icon
2543
Victory Capital Holdings
VCTR
$4.11B
$14.5K ﹤0.01%
228
+131
VIAV icon
2544
Viavi Solutions
VIAV
$3.77B
$14.5K ﹤0.01%
1,440
-289
DAVE icon
2545
Dave Inc
DAVE
$2.77B
$14.5K ﹤0.01%
+54
BBUS icon
2546
JPMorgan BetaBuilders US Equity ETF
BBUS
$5.6B
$14.5K ﹤0.01%
129
NIU
2547
Niu Technologies
NIU
$303M
$14.4K ﹤0.01%
4,290
+2,203
ZUMZ icon
2548
Zumiez
ZUMZ
$383M
$14.4K ﹤0.01%
1,086
+1,050
SONO icon
2549
Sonos
SONO
$2B
$14.4K ﹤0.01%
1,331
+1,124
RWX icon
2550
SPDR Dow Jones International Real Estate ETF
RWX
$299M
$14.4K ﹤0.01%
525
+485