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
INBK icon
3126
First Internet Bancorp
INBK
$157M
$5.33K ﹤0.01%
198
+191
LOMA
3127
Loma Negra
LOMA
$1.38B
$5.32K ﹤0.01%
+485
CX icon
3128
Cemex
CX
$14.7B
$5.31K ﹤0.01%
766
+697
TNYA icon
3129
Tenaya Therapeutics
TNYA
$221M
$5.29K ﹤0.01%
8,660
+6,996
EEMV icon
3130
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$4.77B
$5.27K ﹤0.01%
84
-1
GLOB icon
3131
Globant
GLOB
$2.69B
$5.27K ﹤0.01%
58
+17
SKWD icon
3132
Skyward Specialty Insurance
SKWD
$1.97B
$5.26K ﹤0.01%
91
+57
SEMR icon
3133
Semrush
SEMR
$1.05B
$5.24K ﹤0.01%
579
+256
CAVA icon
3134
CAVA Group
CAVA
$5.48B
$5.22K ﹤0.01%
62
+55
CXM icon
3135
Sprinklr
CXM
$1.78B
$5.21K ﹤0.01%
616
+460
LSPD icon
3136
Lightspeed Commerce
LSPD
$1.65B
$5.21K ﹤0.01%
445
-864
FTGC icon
3137
First Trust Global Tactical Commodity Strategy Fund
FTGC
$2.33B
$5.2K ﹤0.01%
211
+2
ECPG icon
3138
Encore Capital Group
ECPG
$1.11B
$5.19K ﹤0.01%
+134
USBC
3139
USBC Inc
USBC
$313M
$5.17K ﹤0.01%
+2,610
HOFT icon
3140
Hooker Furnishings Corp
HOFT
$111M
$5.15K ﹤0.01%
487
+406
QQQJ icon
3141
Invesco NASDAQ Next Gen 100 ETF
QQQJ
$697M
$5.13K ﹤0.01%
161
+1
AKTX
3142
Akari Therapeutics
AKTX
$17.2M
$5.12K ﹤0.01%
+4,377
AVDX
3143
DELISTED
AvidXchange
AVDX
$5.12K ﹤0.01%
523
+277
AFYA icon
3144
Afya
AFYA
$1.35B
$5.11K ﹤0.01%
286
-101
TGLS icon
3145
Tecnoglass
TGLS
$2.09B
$5.11K ﹤0.01%
66
+26
KALV icon
3146
KalVista Pharmaceuticals
KALV
$688M
$5.08K ﹤0.01%
449
+347
INOD icon
3147
Innodata
INOD
$1.82B
$5.07K ﹤0.01%
99
+60
MSGE icon
3148
Madison Square Garden
MSGE
$2.17B
$5.04K ﹤0.01%
126
+113
WZRD
3149
Opportunistic Trader ETF
WZRD
$18.2M
$5.02K ﹤0.01%
+200
AVNW icon
3150
Aviat Networks
AVNW
$284M
$5K ﹤0.01%
208
+187
124 125
126
127 128