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
SSTK icon
2576
Shutterstock
SSTK
$668M
$14.6K ﹤0.01%
702
+20
RWX icon
2577
SPDR Dow Jones International Real Estate ETF
RWX
$291M
$14.6K ﹤0.01%
525
ALRM icon
2578
Alarm.com
ALRM
$2.57B
$14.5K ﹤0.01%
274
+162
CAKE icon
2579
Cheesecake Factory
CAKE
$2.51B
$14.5K ﹤0.01%
266
BITO icon
2580
ProShares Bitcoin Strategy ETF
BITO
$2.3B
$14.5K ﹤0.01%
737
+33
SYNA icon
2581
Synaptics
SYNA
$2.95B
$14.5K ﹤0.01%
212
-55
AMWD icon
2582
American Woodmark
AMWD
$828M
$14.5K ﹤0.01%
217
-58
VTWO icon
2583
Vanguard Russell 2000 ETF
VTWO
$13.9B
$14.5K ﹤0.01%
148
GEM icon
2584
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.17B
$14.5K ﹤0.01%
355
-61
DCO icon
2585
Ducommun
DCO
$1.39B
$14.4K ﹤0.01%
150
-195
HZO icon
2586
MarineMax
HZO
$549M
$14.4K ﹤0.01%
569
+217
CZFS icon
2587
Citizens Financial Services
CZFS
$295M
$14.4K ﹤0.01%
239
-40
MED icon
2588
Medifast
MED
$132M
$14.4K ﹤0.01%
1,053
-159
HLIO icon
2589
Helios Technologies
HLIO
$1.91B
$14.4K ﹤0.01%
276
+5
AHR icon
2590
American Healthcare REIT
AHR
$8.41B
$14.4K ﹤0.01%
342
+67
IYT icon
2591
iShares US Transportation ETF
IYT
$939M
$14.3K ﹤0.01%
200
-100
VIAV icon
2592
Viavi Solutions
VIAV
$3.99B
$14.3K ﹤0.01%
1,128
-312
CYRX icon
2593
CryoPort
CYRX
$463M
$14.3K ﹤0.01%
1,509
UTZ icon
2594
Utz Brands
UTZ
$913M
$14.3K ﹤0.01%
1,177
-37
ARCB icon
2595
ArcBest
ARCB
$1.74B
$14.3K ﹤0.01%
204
-37
AVMA icon
2596
Avantis Moderate Allocation ETF
AVMA
$53.5M
$14.2K ﹤0.01%
219
+25
GOP
2597
Unusual Whales Subversive Republican Trading ETF
GOP
$63.5M
$14.2K ﹤0.01%
391
+75
KRG icon
2598
Kite Realty
KRG
$5.11B
$14.2K ﹤0.01%
638
-727
PRVA icon
2599
Privia Health
PRVA
$2.99B
$14.2K ﹤0.01%
571
+277
VBK icon
2600
Vanguard Small-Cap Growth ETF
VBK
$20.8B
$14.2K ﹤0.01%
48
+18
102 103
104
105 106