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
COM icon
3526
Direxion Auspice Broad Commodity Strategy ETF
COM
$183M
$1.83K ﹤0.01%
66
EVC icon
3527
Entravision Communication
EVC
$259M
$1.82K ﹤0.01%
786
+756
TV icon
3528
Televisa
TV
$1.56B
$1.82K ﹤0.01%
832
+352
CHPT icon
3529
ChargePoint
CHPT
$202M
$1.82K ﹤0.01%
129
-102
BTC
3530
Grayscale Bitcoin Mini Trust ETF
BTC
$4.12B
$1.81K ﹤0.01%
38
SPIP icon
3531
State Street SPDR Portfolio TIPS ETF
SPIP
$979M
$1.8K ﹤0.01%
69
KMID
3532
Virtus KAR Mid-Cap ETF
KMID
$29.6M
$1.78K ﹤0.01%
71
MXCT icon
3533
MaxCyte
MXCT
$161M
$1.77K ﹤0.01%
814
+339
BORR
3534
Borr Drilling
BORR
$926M
$1.77K ﹤0.01%
969
+170
GETY icon
3535
Getty Images
GETY
$645M
$1.77K ﹤0.01%
1,064
-187
SWBI icon
3536
Smith & Wesson
SWBI
$376M
$1.75K ﹤0.01%
202
+114
BNTC icon
3537
Benitec Biopharma
BNTC
$443M
$1.73K ﹤0.01%
+148
MESO
3538
Mesoblast
MESO
$1.89B
$1.73K ﹤0.01%
159
-138
TTGT icon
3539
TechTarget
TTGT
$372M
$1.73K ﹤0.01%
222
+192
FRGE icon
3540
Forge Global Holdings
FRGE
$606M
$1.71K ﹤0.01%
90
+48
CHRS icon
3541
Coherus Oncology
CHRS
$144M
$1.71K ﹤0.01%
2,342
+749
FINX icon
3542
Global X FinTech ETF
FINX
$269M
$1.71K ﹤0.01%
50
EDAP
3543
EDAP TMS
EDAP
$78.5M
$1.71K ﹤0.01%
+1,035
RYI icon
3544
Ryerson Holding
RYI
$650M
$1.7K ﹤0.01%
79
+44
DMLP icon
3545
Dorchester Minerals
DMLP
$1.14B
$1.7K ﹤0.01%
61
AMPL icon
3546
Amplitude
AMPL
$1.45B
$1.69K ﹤0.01%
136
-143
BRBS icon
3547
Blue Ridge Bankshares
BRBS
$395M
$1.67K ﹤0.01%
466
EE icon
3548
Excelerate Energy
EE
$848M
$1.67K ﹤0.01%
57
-19
PAGP icon
3549
Plains GP Holdings
PAGP
$3.53B
$1.67K ﹤0.01%
86
HLVX
3550
DELISTED
HilleVax
HLVX
$1.66K ﹤0.01%
836
+828
140 141
142
143 144