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
CUBI icon
3151
Customers Bancorp
CUBI
$2.28B
$4.99K ﹤0.01%
85
+42
EOSE icon
3152
Eos Energy Enterprises
EOSE
$3.98B
$4.98K ﹤0.01%
973
+261
LEU icon
3153
Centrus Energy
LEU
$4.55B
$4.95K ﹤0.01%
27
+16
BLKB icon
3154
Blackbaud
BLKB
$2.93B
$4.94K ﹤0.01%
77
-130
IOT icon
3155
Samsara
IOT
$21.7B
$4.93K ﹤0.01%
124
+13
HOV icon
3156
Hovnanian Enterprises
HOV
$711M
$4.91K ﹤0.01%
47
+15
SAVA icon
3157
Cassava Sciences
SAVA
$133M
$4.91K ﹤0.01%
2,710
+2,213
LFMD icon
3158
LifeMD
LFMD
$220M
$4.9K ﹤0.01%
360
-43
HCM icon
3159
HUTCHMED
HCM
$2.59B
$4.89K ﹤0.01%
325
-438
HUT
3160
Hut 8
HUT
$3.99B
$4.85K ﹤0.01%
261
+209
CANG
3161
Cango
CANG
$544M
$4.84K ﹤0.01%
+998
AUR icon
3162
Aurora
AUR
$7.99B
$4.84K ﹤0.01%
923
-71
MLYS icon
3163
Mineralys Therapeutics
MLYS
$3.23B
$4.83K ﹤0.01%
357
+341
PDFS icon
3164
PDF Solutions
PDFS
$992M
$4.81K ﹤0.01%
+225
DBVT
3165
DBV Technologies
DBVT
$476M
$4.8K ﹤0.01%
+524
TERN icon
3166
Terns Pharmaceuticals
TERN
$2.03B
$4.79K ﹤0.01%
+1,285
BELFB
3167
Bel Fuse Inc Class B
BELFB
$1.87B
$4.79K ﹤0.01%
49
+45
SAFE
3168
Safehold
SAFE
$962M
$4.78K ﹤0.01%
307
-39
VCEL icon
3169
Vericel Corp
VCEL
$2.02B
$4.77K ﹤0.01%
+112
HRZN icon
3170
Horizon Technology Finance
HRZN
$293M
$4.76K ﹤0.01%
+661
KOS icon
3171
Kosmos Energy
KOS
$679M
$4.75K ﹤0.01%
2,764
-2,131
VIK icon
3172
Viking Holdings
VIK
$26.3B
$4.74K ﹤0.01%
89
-400
RNG icon
3173
RingCentral
RNG
$2.36B
$4.73K ﹤0.01%
167
+101
CRWV
3174
CoreWeave Inc
CRWV
$38.3B
$4.73K ﹤0.01%
+29
ASIX icon
3175
AdvanSix
ASIX
$422M
$4.7K ﹤0.01%
198
+188