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
CGNG
3626
Capital Group New Geography Equity ETF
CGNG
$1.18B
$1.48K ﹤0.01%
48
AEHR icon
3627
Aehr Test Systems
AEHR
$688M
$1.48K ﹤0.01%
49
TKLF
3628
Yoshitsu Co
TKLF
$10.8M
$1.48K ﹤0.01%
383
-482
GLIN icon
3629
VanEck India Growth Leaders ETF
GLIN
$116M
$1.47K ﹤0.01%
33
EBIZ icon
3630
Global X E-commerce ETF
EBIZ
$52.7M
$1.47K ﹤0.01%
42
GLIBA
3631
GCI Liberty Inc Series A
GLIBA
$1.02B
$1.46K ﹤0.01%
+39
WVE icon
3632
Wave Life Sciences
WVE
$2.99B
$1.46K ﹤0.01%
200
-2
IHI icon
3633
iShares US Medical Devices ETF
IHI
$4.19B
$1.45K ﹤0.01%
24
PRSU
3634
Pursuit Attractions and Hospitality Inc
PRSU
$1.05B
$1.45K ﹤0.01%
40
+4
PI icon
3635
Impinj
PI
$4.62B
$1.45K ﹤0.01%
+8
CYH icon
3636
Community Health Systems
CYH
$446M
$1.45K ﹤0.01%
450
+416
RHLD
3637
Resolute Holdings Management
RHLD
$1.68B
$1.44K ﹤0.01%
20
+13
DGII icon
3638
Digi International
DGII
$1.68B
$1.42K ﹤0.01%
39
ASMB icon
3639
Assembly Biosciences
ASMB
$547M
$1.41K ﹤0.01%
55
CERY
3640
SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF
CERY
$591M
$1.4K ﹤0.01%
+49
RCKY icon
3641
Rocky Brands
RCKY
$234M
$1.4K ﹤0.01%
47
+1
GEVO icon
3642
Gevo
GEVO
$533M
$1.4K ﹤0.01%
714
FLX
3643
BingEx Ltd
FLX
$220M
$1.39K ﹤0.01%
432
+16
BARK icon
3644
BARK
BARK
$108M
$1.39K ﹤0.01%
1,670
-862
EMHC icon
3645
State Street SPDR Bloomberg Emerging Markets USD Bond ETF
EMHC
$230M
$1.39K ﹤0.01%
+55
FSFG icon
3646
First Savings Financial Group
FSFG
$232M
$1.38K ﹤0.01%
+44
VYX icon
3647
NCR Voyix
VYX
$1.36B
$1.38K ﹤0.01%
110
-215
AEVA
3648
Aeva Technologies
AEVA
$863M
$1.38K ﹤0.01%
95
-3
ELWS
3649
Earlyworks
ELWS
$16.6M
$1.38K ﹤0.01%
+538
SRLN icon
3650
State Street Blackstone Senior Loan ETF
SRLN
$6.89B
$1.37K ﹤0.01%
33
-110
144 145
146
147 148