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
MASS icon
3326
908 Devices
MASS
$209M
$3.29K ﹤0.01%
375
+199
PHYL icon
3327
PGIM Active High Yield Bond ETF
PHYL
$624M
$3.25K ﹤0.01%
91
-2
CORZ icon
3328
Core Scientific
CORZ
$4.57B
$3.25K ﹤0.01%
181
+20
LIT icon
3329
Global X Lithium & Battery Tech ETF
LIT
$1.42B
$3.24K ﹤0.01%
57
-3
BILL icon
3330
BILL Holdings
BILL
$5.43B
$3.23K ﹤0.01%
61
+8
IFS icon
3331
Intercorp Financial Services
IFS
$4.59B
$3.23K ﹤0.01%
+80
CCNE icon
3332
CNB Financial Corp
CCNE
$817M
$3.22K ﹤0.01%
133
+33
EVGO icon
3333
EVgo
EVGO
$420M
$3.21K ﹤0.01%
679
+9
LIND icon
3334
Lindblad Expeditions
LIND
$783M
$3.2K ﹤0.01%
250
+19
CNMD icon
3335
CONMED
CNMD
$1.21B
$3.2K ﹤0.01%
68
-153
DH icon
3336
Definitive Healthcare
DH
$237M
$3.18K ﹤0.01%
783
-75
CHRS icon
3337
Coherus Oncology
CHRS
$168M
$3.17K ﹤0.01%
1,935
-407
LXU icon
3338
LSB Industries
LXU
$631M
$3.17K ﹤0.01%
402
+34
AOUT icon
3339
American Outdoor Brands
AOUT
$101M
$3.15K ﹤0.01%
363
+113
FVRR icon
3340
Fiverr
FVRR
$754M
$3.15K ﹤0.01%
129
+23
MDIV icon
3341
First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund
MDIV
$403M
$3.14K ﹤0.01%
196
BXC icon
3342
BlueLinx
BXC
$500M
$3.14K ﹤0.01%
43
+10
CRTO icon
3343
Criteo
CRTO
$1.05B
$3.14K ﹤0.01%
139
-507
AIOT
3344
PowerFleet Inc
AIOT
$707M
$3.12K ﹤0.01%
596
-24
FRBA icon
3345
First Bank
FRBA
$438M
$3.11K ﹤0.01%
191
+44
ZYME icon
3346
Zymeworks
ZYME
$1.95B
$3.11K ﹤0.01%
182
+1
VLGEA icon
3347
Village Super Market
VLGEA
$553M
$3.11K ﹤0.01%
83
-968
ZIMV
3348
DELISTED
ZimVie
ZIMV
$3.11K ﹤0.01%
164
+144
EWZ icon
3349
iShares MSCI Brazil ETF
EWZ
$6.27B
$3.1K ﹤0.01%
100
FUBO icon
3350
FuboTV Inc
FUBO
$919M
$3.09K ﹤0.01%
745
+221
132 133
134
135 136