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
SHLS icon
2751
Shoals Technologies Group
SHLS
$1.4B
$10.8K ﹤0.01%
2,540
+832
CRGY icon
2752
Crescent Energy
CRGY
$2.38B
$10.7K ﹤0.01%
1,249
+1,115
SPFI icon
2753
South Plains Financial
SPFI
$614M
$10.7K ﹤0.01%
298
+286
CLB icon
2754
Core Laboratories
CLB
$717M
$10.7K ﹤0.01%
931
+798
CSR
2755
Centerspace
CSR
$1.12B
$10.7K ﹤0.01%
178
+168
OBK icon
2756
Origin Bancorp
OBK
$1.08B
$10.7K ﹤0.01%
298
+268
PRO icon
2757
PROS Holdings
PRO
$1.12B
$10.6K ﹤0.01%
679
+583
GOP
2758
Unusual Whales Subversive Republican Trading ETF
GOP
$57.8M
$10.6K ﹤0.01%
316
+87
SOBO
2759
South Bow Corp
SOBO
$5.71B
$10.6K ﹤0.01%
410
-100
RWR icon
2760
State Street SPDR Dow Jones REIT ETF
RWR
$1.85B
$10.6K ﹤0.01%
110
MATW icon
2761
Matthews International
MATW
$777M
$10.6K ﹤0.01%
442
+235
AMRX icon
2762
Amneal Pharmaceuticals
AMRX
$3.66B
$10.6K ﹤0.01%
1,306
+915
UVE icon
2763
Universal Insurance Holdings
UVE
$965M
$10.6K ﹤0.01%
381
+326
XSD icon
2764
State Street SPDR S&P Semiconductor ETF
XSD
$1.54B
$10.5K ﹤0.01%
41
OSW icon
2765
OneSpaWorld
OSW
$2.12B
$10.5K ﹤0.01%
+515
RGNX icon
2766
Regenxbio
RGNX
$583M
$10.5K ﹤0.01%
1,277
+983
CLSK icon
2767
CleanSpark
CLSK
$2.93B
$10.4K ﹤0.01%
945
-80
GFS icon
2768
GlobalFoundries
GFS
$18.4B
$10.4K ﹤0.01%
272
+3
LNN icon
2769
Lindsay Corp
LNN
$1.19B
$10.4K ﹤0.01%
72
+50
FLNG icon
2770
FLEX LNG
FLNG
$1.43B
$10.4K ﹤0.01%
+471
ACTG icon
2771
Acacia Research
ACTG
$354M
$10.3K ﹤0.01%
2,891
+2,890
SPTL icon
2772
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$11.7B
$10.3K ﹤0.01%
389
KNTK icon
2773
Kinetik
KNTK
$2.21B
$10.3K ﹤0.01%
235
+202
AG icon
2774
First Majestic Silver
AG
$5.89B
$10.3K ﹤0.01%
1,249
KELYA icon
2775
Kelly Services Class A
KELYA
$295M
$10.3K ﹤0.01%
880
+743