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
MOV icon
2876
Movado Group
MOV
$414M
$8.75K ﹤0.01%
574
+537
VREX icon
2877
Varex Imaging
VREX
$495M
$8.74K ﹤0.01%
1,008
+835
LCID icon
2878
Lucid Motors
LCID
$4.6B
$8.72K ﹤0.01%
414
+274
ENTA icon
2879
Enanta Pharmaceuticals
ENTA
$348M
$8.72K ﹤0.01%
1,153
+1,013
FOXF icon
2880
Fox Factory Holding Corp
FOXF
$590M
$8.71K ﹤0.01%
336
+258
QS icon
2881
QuantumScape
QS
$8.08B
$8.7K ﹤0.01%
1,294
-747
AGGY icon
2882
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
$807M
$8.68K ﹤0.01%
199
LGND icon
2883
Ligand Pharmaceuticals
LGND
$3.95B
$8.64K ﹤0.01%
76
+32
PAYS icon
2884
Paysign
PAYS
$281M
$8.63K ﹤0.01%
1,199
+1,186
IRWD icon
2885
Ironwood Pharmaceuticals
IRWD
$511M
$8.62K ﹤0.01%
12,021
+11,388
GOGO icon
2886
Gogo Inc
GOGO
$956M
$8.59K ﹤0.01%
585
+467
COTY icon
2887
Coty
COTY
$3.06B
$8.58K ﹤0.01%
1,846
-363
BMAR icon
2888
Innovator US Equity Buffer ETF March
BMAR
$201M
$8.58K ﹤0.01%
175
ZETA icon
2889
Zeta Global
ZETA
$4.44B
$8.58K ﹤0.01%
554
+418
IWL icon
2890
iShares Russell Top 200 ETF
IWL
$1.89B
$8.57K ﹤0.01%
56
GBDC icon
2891
Golub Capital BDC
GBDC
$3.69B
$8.57K ﹤0.01%
585
+132
UAA icon
2892
Under Armour
UAA
$1.92B
$8.55K ﹤0.01%
1,252
+956
IGV icon
2893
iShares Expanded Tech-Software Sector ETF
IGV
$9.61B
$8.54K ﹤0.01%
78
APPS icon
2894
Digital Turbine
APPS
$566M
$8.54K ﹤0.01%
1,447
+92
SERV
2895
Serve Robotics
SERV
$633M
$8.53K ﹤0.01%
746
+246
NIO icon
2896
NIO
NIO
$15.2B
$8.53K ﹤0.01%
2,487
+1,197
IAS icon
2897
Integral Ad Science
IAS
$1.72B
$8.53K ﹤0.01%
1,026
+1,011
KEN icon
2898
Kenon Holdings
KEN
$2.95B
$8.52K ﹤0.01%
+205
WWW icon
2899
Wolverine World Wide
WWW
$1.27B
$8.52K ﹤0.01%
471
+289
GO icon
2900
Grocery Outlet
GO
$1.1B
$8.51K ﹤0.01%
685
+444