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
ACHR icon
3176
Archer Aviation
ACHR
$5.13B
$4.7K ﹤0.01%
433
+300
EVRI
3177
DELISTED
Everi Holdings
EVRI
$4.69K ﹤0.01%
329
+74
IGF icon
3178
iShares Global Infrastructure ETF
IGF
$8.38B
$4.68K ﹤0.01%
79
-9
NRDS icon
3179
NerdWallet
NRDS
$1.02B
$4.67K ﹤0.01%
426
+375
AKRO icon
3180
Akero Therapeutics
AKRO
$4.47B
$4.64K ﹤0.01%
87
+17
QUAD icon
3181
Quad
QUAD
$284M
$4.64K ﹤0.01%
821
+722
IRMD icon
3182
iRadimed
IRMD
$1.07B
$4.6K ﹤0.01%
77
+53
CSTM icon
3183
Constellium
CSTM
$2.12B
$4.6K ﹤0.01%
346
-44
ACVA icon
3184
ACV Auctions
ACVA
$1.07B
$4.59K ﹤0.01%
283
+40
HVT icon
3185
Haverty Furniture Companies
HVT
$367M
$4.58K ﹤0.01%
225
+148
INCM icon
3186
Franklin Income Focus ETF
INCM
$841M
$4.57K ﹤0.01%
169
PGEN icon
3187
Precigen
PGEN
$1.72B
$4.57K ﹤0.01%
3,217
+2,265
ADTN icon
3188
Adtran
ADTN
$598M
$4.55K ﹤0.01%
507
+158
BOCT icon
3189
Innovator US Equity Buffer ETF October
BOCT
$231M
$4.54K ﹤0.01%
100
VIOV icon
3190
Vanguard S&P Small-Cap 600 Value ETF
VIOV
$1.4B
$4.54K ﹤0.01%
53
DXF
3191
Eason Technology Ltd
DXF
$3.78M
$4.53K ﹤0.01%
+906
KURA icon
3192
Kura Oncology
KURA
$975M
$4.51K ﹤0.01%
782
+385
RYAM icon
3193
Rayonier Advanced Materials
RYAM
$390M
$4.51K ﹤0.01%
1,172
+1,022
GPRE icon
3194
Green Plains
GPRE
$677M
$4.5K ﹤0.01%
746
+164
BFST icon
3195
Business First Bancshares
BFST
$746M
$4.49K ﹤0.01%
182
+36
RDVT icon
3196
Red Violet
RDVT
$816M
$4.48K ﹤0.01%
91
+36
DFAI icon
3197
Dimensional International Core Equity Market ETF
DFAI
$11.8B
$4.47K ﹤0.01%
129
+1
SHYF
3198
DELISTED
The Shyft Group
SHYF
$4.46K ﹤0.01%
356
+354
BBJP icon
3199
JPMorgan BetaBuilders Japan ETF
BBJP
$14.7B
$4.45K ﹤0.01%
72
NEXN
3200
Nexxen International
NEXN
$408M
$4.45K ﹤0.01%
427
+268