EWA

EverSource Wealth Advisors Portfolio holdings

AUM $2.53B
1-Year Est. Return 23.79%
This Fund
S&P 500
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 12.55%
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
TRMD icon
3626
TORM
TRMD
$2.46B
$1.37K ﹤0.01%
+82
CTS icon
3627
CTS Corp
CTS
$1.56B
$1.36K ﹤0.01%
+32
RVMD icon
3628
Revolution Medicines
RVMD
$18.7B
$1.36K ﹤0.01%
37
-71
DGII icon
3629
Digi International
DGII
$1.75B
$1.36K ﹤0.01%
39
+18
SHCO
3630
DELISTED
Soho House & Co
SHCO
$1.36K ﹤0.01%
185
+164
FIVN icon
3631
FIVE9
FIVN
$1.34B
$1.35K ﹤0.01%
51
+12
CRNC icon
3632
Cerence
CRNC
$485M
$1.35K ﹤0.01%
132
+37
NATR icon
3633
Nature's Sunshine
NATR
$453M
$1.35K ﹤0.01%
91
+16
CPRI icon
3634
Capri Holdings
CPRI
$2.47B
$1.34K ﹤0.01%
76
-57
OLPX icon
3635
Olaplex Holdings
OLPX
$1.06B
$1.34K ﹤0.01%
957
+531
BKSY icon
3636
BlackSky Technology
BKSY
$761M
$1.34K ﹤0.01%
65
-88
ZBAO
3637
Zhibao Technology Inc
ZBAO
$31.1M
$1.34K ﹤0.01%
+1,325
BUG icon
3638
Global X Cybersecurity ETF
BUG
$836M
$1.34K ﹤0.01%
+36
SIBN icon
3639
SI-BONE Inc
SIBN
$687M
$1.34K ﹤0.01%
71
-10
EOLS icon
3640
Evolus
EOLS
$298M
$1.33K ﹤0.01%
145
+118
LESL icon
3641
Leslie's
LESL
$12.4M
$1.33K ﹤0.01%
158
+138
MCB icon
3642
Metropolitan Bank Holding Corp
MCB
$964M
$1.33K ﹤0.01%
19
+18
AEYE icon
3643
AudioEye
AEYE
$103M
$1.33K ﹤0.01%
114
+10
LE icon
3644
Lands' End
LE
$540M
$1.33K ﹤0.01%
124
+121
FARO
3645
DELISTED
Faro Technologies
FARO
$1.32K ﹤0.01%
30
+8
NVCR icon
3646
NovoCure
NVCR
$1.29B
$1.32K ﹤0.01%
74
+12
OTLK icon
3647
Outlook Therapeutics
OTLK
$29.4M
$1.32K ﹤0.01%
822
+328
UG icon
3648
United-Guardian
UG
$33.4M
$1.31K ﹤0.01%
+165
WVE icon
3649
Wave Life Sciences
WVE
$2.48B
$1.31K ﹤0.01%
202
+197
FLX
3650
BingEx Ltd
FLX
$242M
$1.31K ﹤0.01%
+416