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 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
RIOT icon
2726
Riot Platforms
RIOT
$4.82B
$11.7K ﹤0.01%
613
+96
LAZ icon
2727
Lazard
LAZ
$4.78B
$11.7K ﹤0.01%
221
-19
BFS
2728
Saul Centers
BFS
$784M
$11.6K ﹤0.01%
364
+76
PTEN icon
2729
Patterson-UTI
PTEN
$2.26B
$11.6K ﹤0.01%
2,235
-6,386
TNK icon
2730
Teekay Tankers
TNK
$1.88B
$11.6K ﹤0.01%
229
-219
RNGR icon
2731
Ranger Energy Services
RNGR
$317M
$11.6K ﹤0.01%
823
+146
SVV icon
2732
Savers
SVV
$1.47B
$11.6K ﹤0.01%
872
+491
RLAY icon
2733
Relay Therapeutics
RLAY
$1.39B
$11.5K ﹤0.01%
2,211
+489
CBAN icon
2734
Colony Bankcorp
CBAN
$392M
$11.5K ﹤0.01%
678
+22
LBRDA icon
2735
Liberty Broadband Class A
LBRDA
$6.95B
$11.5K ﹤0.01%
182
+32
UDEC icon
2736
Innovator US Equity Ultra Buffer ETF December
UDEC
$236M
$11.5K ﹤0.01%
300
OUT icon
2737
Outfront Media
OUT
$4.1B
$11.5K ﹤0.01%
627
-37
TK icon
2738
Teekay
TK
$803M
$11.5K ﹤0.01%
1,404
-773
FDBC icon
2739
Fidelity D&D Bancorp
FDBC
$283M
$11.5K ﹤0.01%
262
+64
DAO
2740
Youdao
DAO
$1.01B
$11.5K ﹤0.01%
1,153
FROG icon
2741
JFrog
FROG
$7.57B
$11.5K ﹤0.01%
242
+13
NUKZ icon
2742
Range Nuclear Renaissance Index ETF
NUKZ
$718M
$11.4K ﹤0.01%
+176
ETHE
2743
Grayscale Ethereum Trust ETF
ETHE
$3.17B
$11.4K ﹤0.01%
334
UGP icon
2744
Ultrapar
UGP
$3.9B
$11.4K ﹤0.01%
2,787
-3,799
DK icon
2745
Delek US
DK
$1.89B
$11.4K ﹤0.01%
354
+148
PEB icon
2746
Pebblebrook Hotel Trust
PEB
$1.31B
$11.4K ﹤0.01%
1,001
+26
IGOV icon
2747
iShares International Treasury Bond ETF
IGOV
$1.01B
$11.4K ﹤0.01%
+267
DAVE icon
2748
Dave Inc
DAVE
$2.66B
$11.4K ﹤0.01%
57
+3
NIU
2749
Niu Technologies
NIU
$229M
$11.4K ﹤0.01%
2,421
-1,869
GEF.B icon
2750
Greif Class B
GEF.B
$2.91B
$11.3K ﹤0.01%
184
+48