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
VITL icon
2726
Vital Farms
VITL
$1.44B
$11.2K ﹤0.01%
292
+122
ZIP icon
2727
ZipRecruiter
ZIP
$361M
$11.2K ﹤0.01%
2,242
+2,175
OMCL icon
2728
Omnicell
OMCL
$1.58B
$11.1K ﹤0.01%
379
+289
BV icon
2729
BrightView Holdings
BV
$1.16B
$11.1K ﹤0.01%
+669
BTU icon
2730
Peabody Energy
BTU
$3.51B
$11.1K ﹤0.01%
830
-9
BITB icon
2731
Bitwise Bitcoin ETF
BITB
$3.62B
$11.1K ﹤0.01%
190
STR
2732
DELISTED
Sitio Royalties
STR
$11.1K ﹤0.01%
602
+18
WRBY icon
2733
Warby Parker
WRBY
$2.07B
$11K ﹤0.01%
503
+442
AMN icon
2734
AMN Healthcare
AMN
$610M
$11K ﹤0.01%
533
+109
RDFN
2735
DELISTED
Redfin
RDFN
$11K ﹤0.01%
983
+118
MBWM icon
2736
Mercantile Bank Corp
MBWM
$740M
$11K ﹤0.01%
237
+196
ALCO icon
2737
Alico
ALCO
$253M
$11K ﹤0.01%
+336
AAAU icon
2738
Goldman Sachs Physical Gold ETF Shares
AAAU
$2.09B
$11K ﹤0.01%
336
ZG icon
2739
Zillow
ZG
$16.3B
$11K ﹤0.01%
160
+82
TR icon
2740
Tootsie Roll Industries
TR
$2.87B
$10.9K ﹤0.01%
327
+149
UDEC icon
2741
Innovator US Equity Ultra Buffer ETF December
UDEC
$295M
$10.9K ﹤0.01%
300
HELE icon
2742
Helen of Troy
HELE
$426M
$10.9K ﹤0.01%
385
+279
VC icon
2743
Visteon
VC
$2.87B
$10.9K ﹤0.01%
117
+7
CRVL icon
2744
CorVel
CRVL
$3.8B
$10.9K ﹤0.01%
106
+77
TEVA icon
2745
Teva Pharmaceuticals
TEVA
$29.2B
$10.9K ﹤0.01%
649
-212
PIPR icon
2746
Piper Sandler
PIPR
$5.46B
$10.8K ﹤0.01%
39
-14
OUT icon
2747
Outfront Media
OUT
$3.69B
$10.8K ﹤0.01%
664
+376
PGY icon
2748
Pagaya Technologies
PGY
$1.92B
$10.8K ﹤0.01%
+508
TREX icon
2749
Trex
TREX
$3.41B
$10.8K ﹤0.01%
199
+58
CBAN icon
2750
Colony Bankcorp
CBAN
$288M
$10.8K ﹤0.01%
656
+19