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
WBTN
3751
WEBTOON Entertainment Inc
WBTN
$1.59B
$1.03K ﹤0.01%
53
+27
DNTH icon
3752
Dianthus Therapeutics
DNTH
$1.78B
$1.02K ﹤0.01%
+26
SIBN icon
3753
SI-BONE Inc
SIBN
$831M
$1.02K ﹤0.01%
69
-2
DEM icon
3754
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.26B
$1.01K ﹤0.01%
22
-50
UFI icon
3755
UNIFI
UFI
$61.7M
$1K ﹤0.01%
+211
STXS icon
3756
Stereotaxis
STXS
$217M
$1K ﹤0.01%
322
-9
CDRE icon
3757
Cadre Holdings
CDRE
$1.65B
$986 ﹤0.01%
27
+14
EML icon
3758
Eastern Company
EML
$119M
$985 ﹤0.01%
42
+9
EBND icon
3759
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.22B
$983 ﹤0.01%
46
+32
DGICB
3760
Donegal Group Class B
DGICB
$588M
$981 ﹤0.01%
59
-20
FCBC icon
3761
First Community Bankshares
FCBC
$654M
$974 ﹤0.01%
28
+15
VKTX icon
3762
Viking Therapeutics
VKTX
$3.88B
$972 ﹤0.01%
37
-61
LUNR icon
3763
Intuitive Machines
LUNR
$1.22B
$968 ﹤0.01%
92
-16
PYXS icon
3764
Pyxis Oncology
PYXS
$210M
$964 ﹤0.01%
434
-157
ABL icon
3765
Abacus Life
ABL
$811M
$963 ﹤0.01%
+168
PKOH icon
3766
Park-Ohio Holdings
PKOH
$326M
$956 ﹤0.01%
45
+34
PRAX icon
3767
Praxis Precision Medicines
PRAX
$6.65B
$954 ﹤0.01%
18
NRIM icon
3768
Northrim BanCorp
NRIM
$605M
$953 ﹤0.01%
44
-4
GOOS
3769
Canada Goose Holdings
GOOS
$1.26B
$952 ﹤0.01%
+69
SABR icon
3770
Sabre
SABR
$604M
$952 ﹤0.01%
520
-213
MYPS icon
3771
PLAYSTUDIOS Inc
MYPS
$84.2M
$948 ﹤0.01%
985
-3,191
KIDS icon
3772
OrthoPediatrics
KIDS
$434M
$945 ﹤0.01%
51
-24
LABU icon
3773
Direxion Daily S&P Biotech Bull 3X Shares
LABU
$763M
$944 ﹤0.01%
10
RDNW
3774
RideNow Group
RDNW
$242M
$937 ﹤0.01%
213
-45
OCUL icon
3775
Ocular Therapeutix
OCUL
$2.92B
$935 ﹤0.01%
80
+2
149 150
151
152 153