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
CVGI icon
3501
Commercial Vehicle Group
CVGI
$56.2M
$1.98K ﹤0.01%
+1,192
TRNS icon
3502
Transcat
TRNS
$503M
$1.98K ﹤0.01%
23
+20
ESTA icon
3503
Establishment Labs
ESTA
$1.86B
$1.97K ﹤0.01%
46
+36
OABI icon
3504
OmniAb
OABI
$225M
$1.96K ﹤0.01%
+1,125
SVRE
3505
SaverOne 2014 Ltd
SVRE
$2.14M
$1.95K ﹤0.01%
+656
MCHB
3506
Mechanics Bancorp
MCHB
$3.11B
$1.95K ﹤0.01%
+149
REPX icon
3507
Riley Exploration Permian
REPX
$574M
$1.94K ﹤0.01%
74
+35
AKBA icon
3508
Akebia Therapeutics
AKBA
$467M
$1.94K ﹤0.01%
533
+290
AURA icon
3509
Aura Biosciences
AURA
$344M
$1.93K ﹤0.01%
308
+260
TOUR
3510
Tuniu
TOUR
$87M
$1.93K ﹤0.01%
+2,286
DAWN icon
3511
Day One Biopharmaceuticals
DAWN
$904M
$1.92K ﹤0.01%
296
-49
SIM icon
3512
Grupo SIMEC
SIM
$4.31B
$1.92K ﹤0.01%
+71
QD
3513
Qudian
QD
$791M
$1.92K ﹤0.01%
+610
OLO
3514
DELISTED
Olo Inc
OLO
$1.9K ﹤0.01%
213
+30
NVAX icon
3515
Novavax
NVAX
$1.15B
$1.89K ﹤0.01%
+300
CMRC
3516
Commerce.com Inc Series 1
CMRC
$399M
$1.89K ﹤0.01%
377
+105
VSTM icon
3517
Verastem
VSTM
$504M
$1.87K ﹤0.01%
450
-12
BOOM icon
3518
DMC Global
BOOM
$121M
$1.86K ﹤0.01%
231
-670
WTTR icon
3519
Select Water Solutions
WTTR
$1.06B
$1.86K ﹤0.01%
215
+188
URG
3520
Ur-Energy
URG
$448M
$1.86K ﹤0.01%
1,768
+974
IROQ icon
3521
IF Bancorp
IROQ
$83.5M
$1.85K ﹤0.01%
+75
KLC
3522
KinderCare Learning Companies
KLC
$467M
$1.85K ﹤0.01%
183
-57
XYLO
3523
DELISTED
Xylo Technologies
XYLO
$1.84K ﹤0.01%
+363
MEC icon
3524
Mayville Engineering Co
MEC
$329M
$1.83K ﹤0.01%
+115
BLCO icon
3525
Bausch + Lomb
BLCO
$5.53B
$1.83K ﹤0.01%
141
-783