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
NTZ
3651
Natuzzi
NTZ
$29.4M
$1.3K ﹤0.01%
+401
EAF icon
3652
GrafTech
EAF
$351M
$1.3K ﹤0.01%
134
+123
RDWR icon
3653
Radware
RDWR
$995M
$1.29K ﹤0.01%
44
EBIZ icon
3654
Global X E-commerce ETF
EBIZ
$57.5M
$1.28K ﹤0.01%
+42
KSCP icon
3655
Knightscope
KSCP
$55.5M
$1.28K ﹤0.01%
259
+172
EBS icon
3656
Emergent Biosolutions
EBS
$531M
$1.28K ﹤0.01%
200
+114
MREO
3657
Mereo BioPharma
MREO
$283M
$1.27K ﹤0.01%
+470
GBTG icon
3658
American Express Global Business Travel
GBTG
$3.76B
$1.27K ﹤0.01%
201
+24
ELVN icon
3659
Enliven Therapeutics
ELVN
$1.31B
$1.26K ﹤0.01%
63
+50
TH icon
3660
Target Hospitality
TH
$628M
$1.26K ﹤0.01%
+177
ETHA
3661
iShares Ethereum Trust ETF
ETHA
$1.81B
$1.26K ﹤0.01%
66
MASS icon
3662
908 Devices
MASS
$198M
$1.25K ﹤0.01%
176
-307
RDNT icon
3663
RadNet
RDNT
$5.8B
$1.25K ﹤0.01%
22
+13
FLWS icon
3664
1-800-Flowers.com
FLWS
$203M
$1.24K ﹤0.01%
+252
GTX icon
3665
Garrett Motion
GTX
$3.28B
$1.22K ﹤0.01%
116
+49
FRDM icon
3666
Freedom 100 Emerging Markets ETF
FRDM
$1.53B
$1.21K ﹤0.01%
30
MDGL icon
3667
Madrigal Pharmaceuticals
MDGL
$12B
$1.21K ﹤0.01%
4
-16
ARCT icon
3668
Arcturus Therapeutics
ARCT
$207M
$1.21K ﹤0.01%
+93
LOAR icon
3669
Loar Holdings
LOAR
$6.25B
$1.21K ﹤0.01%
14
CLAR icon
3670
Clarus
CLAR
$130M
$1.2K ﹤0.01%
346
+308
PTLO icon
3671
Portillo's
PTLO
$345M
$1.19K ﹤0.01%
102
-54
HELO icon
3672
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
$3.48B
$1.19K ﹤0.01%
19
ANIK icon
3673
Anika Therapeutics
ANIK
$144M
$1.19K ﹤0.01%
112
+32
INSG icon
3674
Inseego
INSG
$173M
$1.18K ﹤0.01%
+143
LUNR icon
3675
Intuitive Machines
LUNR
$1.14B
$1.17K ﹤0.01%
108
+54
145 146
147
148 149