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 12.57%
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
USAC icon
2701
USA Compression Partners
USAC
$2.92B
$11.5K ﹤0.01%
475
+3
MCFT icon
2702
MasterCraft Boat Holdings
MCFT
$303M
$11.5K ﹤0.01%
620
+607
BWIN
2703
Baldwin Insurance Group
BWIN
$1.96B
$11.5K ﹤0.01%
269
+185
LAZ icon
2704
Lazard
LAZ
$4.69B
$11.5K ﹤0.01%
240
-24
CNMD icon
2705
CONMED
CNMD
$1.3B
$11.5K ﹤0.01%
221
+138
BBSI icon
2706
Barrett Business Services
BBSI
$912M
$11.5K ﹤0.01%
+276
ROG icon
2707
Rogers Corp
ROG
$1.41B
$11.5K ﹤0.01%
168
-23
WOOF icon
2708
Petco
WOOF
$830M
$11.5K ﹤0.01%
4,060
+3,235
OMI icon
2709
Owens & Minor
OMI
$217M
$11.5K ﹤0.01%
1,262
-8
OSPN icon
2710
OneSpan
OSPN
$482M
$11.5K ﹤0.01%
688
+401
VNOM icon
2711
Viper Energy
VNOM
$6.4B
$11.5K ﹤0.01%
+301
SHY icon
2712
iShares 1-3 Year Treasury Bond ETF
SHY
$24.1B
$11.5K ﹤0.01%
138
+133
GLPG icon
2713
Galapagos
GLPG
$2.06B
$11.4K ﹤0.01%
+408
FSBW icon
2714
FS Bancorp
FSBW
$300M
$11.4K ﹤0.01%
290
+287
PLMR icon
2715
Palomar
PLMR
$3.44B
$11.4K ﹤0.01%
74
+41
BBNX
2716
Beta Bionics
BBNX
$1.2B
$11.4K ﹤0.01%
783
+139
XRX icon
2717
Xerox
XRX
$352M
$11.4K ﹤0.01%
2,160
+1,447
PSFE icon
2718
Paysafe
PSFE
$401M
$11.4K ﹤0.01%
901
+880
GBUY
2719
DELISTED
Goldman Sachs Future Consumer Equity ETF
GBUY
$11.4K ﹤0.01%
301
CMCO icon
2720
Columbus McKinnon
CMCO
$429M
$11.4K ﹤0.01%
744
+618
EBTC
2721
DELISTED
Enterprise Bancorp
EBTC
$11.3K ﹤0.01%
286
+283
BYD icon
2722
Boyd Gaming
BYD
$6.23B
$11.3K ﹤0.01%
144
+101
CYRX icon
2723
CryoPort
CYRX
$434M
$11.3K ﹤0.01%
1,509
+929
SOC icon
2724
Sable Offshore Corp
SOC
$417M
$11.3K ﹤0.01%
512
+461
BOOT icon
2725
Boot Barn
BOOT
$5.28B
$11.2K ﹤0.01%
74
+68