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
$2.53B
AUM Growth
+$314M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,514
New
Increased
Reduced
Closed

Top Buys

1
+$26.7M
2
+$6.53M
3
+$6.5M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$6.1M
5
AVDE icon
Avantis International Equity ETF
AVDE
+$6.06M

Top Sells

1
+$6.15M
2
+$3.3M
3
+$2.99M
4
PLTR icon
Palantir
PLTR
+$2.35M
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$2.31M

Sector Composition

1 Technology 12.86%
2 Financials 7.68%
3 Consumer Discretionary 5.5%
4 Industrials 3.52%
5 Communication Services 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PLUG icon
3176
Plug Power
PLUG
$3.15B
$4.71K ﹤0.01%
2,023
-1,779
BBJP icon
3177
JPMorgan BetaBuilders Japan ETF
BBJP
$14.8B
$4.71K ﹤0.01%
71
-1
PLPC icon
3178
Preformed Line Products
PLPC
$1.05B
$4.71K ﹤0.01%
24
-2
SMA
3179
SmartStop Self Storage REIT
SMA
$1.74B
$4.71K ﹤0.01%
+125
WZRD
3180
Opportunistic Trader ETF
WZRD
$17.5M
$4.69K ﹤0.01%
200
FTCS icon
3181
First Trust Capital Strength ETF
FTCS
$8.14B
$4.68K ﹤0.01%
50
-246
SAND
3182
DELISTED
Sandstorm Gold
SAND
$4.66K ﹤0.01%
372
+207
OSW icon
3183
OneSpaWorld
OSW
$2.18B
$4.65K ﹤0.01%
220
-295
TCPC icon
3184
BlackRock TCP Capital
TCPC
$477M
$4.65K ﹤0.01%
750
VONV icon
3185
Vanguard Russell 1000 Value ETF
VONV
$14.3B
$4.65K ﹤0.01%
52
TDOC icon
3186
Teladoc Health
TDOC
$1.27B
$4.65K ﹤0.01%
601
+504
UPST icon
3187
Upstart Holdings
UPST
$4.58B
$4.62K ﹤0.01%
91
+27
PANL icon
3188
Pangaea Logistics
PANL
$472M
$4.62K ﹤0.01%
910
+116
SLQT icon
3189
SelectQuote
SLQT
$245M
$4.6K ﹤0.01%
2,349
-913
BBAI icon
3190
BigBear.ai
BBAI
$2.46B
$4.59K ﹤0.01%
704
+147
CXM icon
3191
Sprinklr
CXM
$1.94B
$4.57K ﹤0.01%
592
-24
GLOB icon
3192
Globant
GLOB
$3.01B
$4.53K ﹤0.01%
79
+21
PAGS icon
3193
PagSeguro Digital
PAGS
$2.77B
$4.52K ﹤0.01%
452
-249
SLMT
3194
Brera Holdings
SLMT
$197M
$4.5K ﹤0.01%
+150
LNN icon
3195
Lindsay Corp
LNN
$1.29B
$4.5K ﹤0.01%
32
-40
OXY.WS icon
3196
Occidental Petroleum Corp Warrants
OXY.WS
$16.8B
$4.49K ﹤0.01%
176
MCFT icon
3197
MasterCraft Boat Holdings
MCFT
$320M
$4.46K ﹤0.01%
208
-412
ASPN icon
3198
Aspen Aerogels
ASPN
$240M
$4.46K ﹤0.01%
641
SVC
3199
Service Properties Trust
SVC
$319M
$4.46K ﹤0.01%
1,646
+352
KOS icon
3200
Kosmos Energy
KOS
$433M
$4.45K ﹤0.01%
2,682
-82
126 127
128
129 130