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
DBD icon
3226
Diebold Nixdorf
DBD
$2.33B
$4.16K ﹤0.01%
75
+66
PLPC icon
3227
Preformed Line Products
PLPC
$1B
$4.16K ﹤0.01%
26
+22
HLMN icon
3228
Hillman Solutions
HLMN
$1.66B
$4.14K ﹤0.01%
580
+509
UPST icon
3229
Upstart Holdings
UPST
$3.77B
$4.14K ﹤0.01%
64
-47
GCT icon
3230
GigaCloud Technology
GCT
$1.13B
$4.13K ﹤0.01%
209
+134
FLYW icon
3231
Flywire
FLYW
$1.7B
$4.13K ﹤0.01%
353
+301
AXL icon
3232
American Axle
AXL
$734M
$4.13K ﹤0.01%
1,012
+584
RYTM icon
3233
Rhythm Pharmaceuticals
RYTM
$6.63B
$4.11K ﹤0.01%
65
+46
INN
3234
Summit Hotel Properties
INN
$584M
$4.1K ﹤0.01%
806
+496
NTGR icon
3235
NETGEAR
NTGR
$788M
$4.1K ﹤0.01%
141
+67
DIVZ icon
3236
Opal Dividend Income ETF
DIVZ
$188M
$4.1K ﹤0.01%
117
GIC icon
3237
Global Industrial
GIC
$1.04B
$4.08K ﹤0.01%
151
+39
FDN icon
3238
First Trust Dow Jones Internet Index Fund ETF
FDN
$7.34B
$4.04K ﹤0.01%
15
MBC icon
3239
MasterBrand
MBC
$1.29B
$4.03K ﹤0.01%
369
-258
HNVR icon
3240
Hanover Bancorp
HNVR
$160M
$4.03K ﹤0.01%
+176
EMBC icon
3241
Embecta
EMBC
$851M
$4.02K ﹤0.01%
415
-40
SHEN icon
3242
Shenandoah Telecom
SHEN
$568M
$3.99K ﹤0.01%
+292
CLMB icon
3243
Climb Global Solutions
CLMB
$504M
$3.96K ﹤0.01%
+37
HROW icon
3244
Harrow
HROW
$1.51B
$3.94K ﹤0.01%
+129
UUUU icon
3245
Energy Fuels
UUUU
$3.69B
$3.94K ﹤0.01%
685
-24
PKST
3246
Peakstone Realty Trust
PKST
$514M
$3.94K ﹤0.01%
298
-24
RCKT icon
3247
Rocket Pharmaceuticals
RCKT
$330M
$3.92K ﹤0.01%
1,599
+1,376
DOMO icon
3248
Domo
DOMO
$510M
$3.9K ﹤0.01%
279
+251
SNSR icon
3249
Global X Internet of Things ETF
SNSR
$202M
$3.89K ﹤0.01%
+103
SVV icon
3250
Savers
SVV
$1.27B
$3.89K ﹤0.01%
381
+340
128 129
130
131 132