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
BKD icon
3476
Brookdale Senior Living
BKD
$2.46B
$2.16K ﹤0.01%
310
+244
CC icon
3477
Chemours
CC
$1.84B
$2.16K ﹤0.01%
188
-468
AMAL icon
3478
Amalgamated Financial
AMAL
$834M
$2.15K ﹤0.01%
69
+49
GNK icon
3479
Genco Shipping & Trading
GNK
$759M
$2.13K ﹤0.01%
163
-365
SEDG icon
3480
SolarEdge
SEDG
$2.16B
$2.12K ﹤0.01%
104
-248
LRMR icon
3481
Larimar Therapeutics
LRMR
$282M
$2.12K ﹤0.01%
734
+536
BMEA icon
3482
Biomea Fusion
BMEA
$91.2M
$2.12K ﹤0.01%
1,176
+842
VIOT
3483
Viomi Technology
VIOT
$174M
$2.12K ﹤0.01%
+1,567
FVR
3484
FrontView REIT
FVR
$294M
$2.11K ﹤0.01%
176
+141
HUMA icon
3485
Humacyte
HUMA
$230M
$2.1K ﹤0.01%
1,006
+956
SAM icon
3486
Boston Beer
SAM
$2.14B
$2.1K ﹤0.01%
11
+9
RBB icon
3487
RBB Bancorp
RBB
$328M
$2.07K ﹤0.01%
120
+80
RUNN icon
3488
Strategic Trust Running Oak Efficient Growth ETF
RUNN
$362M
$2.06K ﹤0.01%
+61
AGIO icon
3489
Agios Pharmaceuticals
AGIO
$2.48B
$2.06K ﹤0.01%
62
+21
MLPA icon
3490
Global X MLP ETF
MLPA
$1.81B
$2.06K ﹤0.01%
41
-401
MRVI icon
3491
Maravai LifeSciences
MRVI
$471M
$2.06K ﹤0.01%
853
-190
FUBO icon
3492
FuboTV Inc
FUBO
$1.27B
$2.02K ﹤0.01%
524
+75
TRTX
3493
TPG RE Finance Trust
TRTX
$700M
$2.02K ﹤0.01%
262
+198
CPS icon
3494
Cooper-Standard Automotive
CPS
$562M
$2.02K ﹤0.01%
94
+18
PHLT
3495
DELISTED
Performant Healthcare Inc
PHLT
$2.02K ﹤0.01%
+505
APLD icon
3496
Applied Digital
APLD
$6.61B
$2K ﹤0.01%
+199
PLYM
3497
Plymouth Industrial REIT
PLYM
$994M
$2K ﹤0.01%
124
+26
XOMA icon
3498
Xoma
XOMA
$404M
$1.99K ﹤0.01%
+79
DHY
3499
Credit Suisse High Yield Credit Fund
DHY
$210M
$1.99K ﹤0.01%
+933
LOVE icon
3500
LoveSac
LOVE
$178M
$1.98K ﹤0.01%
109
+86
138 139
140
141 142