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
BOW
3751
Bowhead Specialty Holdings
BOW
$896M
$901 ﹤0.01%
24
-17
MBOT icon
3752
Microbot Medical
MBOT
$134M
$900 ﹤0.01%
357
TC
3753
TuanChe
TC
$31.1M
$894 ﹤0.01%
+57
CCRN icon
3754
Cross Country Healthcare
CCRN
$356M
$874 ﹤0.01%
+67
BAER icon
3755
Bridger Aerospace
BAER
$105M
$872 ﹤0.01%
452
+348
ESPR icon
3756
Esperion Therapeutics
ESPR
$702M
$863 ﹤0.01%
877
+568
BCD icon
3757
abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF
BCD
$316M
$862 ﹤0.01%
26
NUSC icon
3758
Nuveen ESG Small-Cap ETF
NUSC
$1.18B
$856 ﹤0.01%
21
RBBN icon
3759
Ribbon Communications
RBBN
$537M
$854 ﹤0.01%
213
+85
LNKB icon
3760
LINKBANCORP
LNKB
$285M
$848 ﹤0.01%
+116
TDOC icon
3761
Teladoc Health
TDOC
$1.25B
$845 ﹤0.01%
97
-69
IDR icon
3762
Idaho Strategic Resources
IDR
$501M
$837 ﹤0.01%
+64
PCT icon
3763
PureCycle Technologies
PCT
$1.6B
$836 ﹤0.01%
61
-1
SWIM icon
3764
Latham Group
SWIM
$770M
$836 ﹤0.01%
131
+124
CDXS icon
3765
Codexis
CDXS
$147M
$835 ﹤0.01%
342
+235
NMRA icon
3766
Neumora Therapeutics
NMRA
$449M
$834 ﹤0.01%
1,137
+1,042
DDI
3767
DoubleDown Interactive
DDI
$451M
$833 ﹤0.01%
+87
API
3768
Agora
API
$308M
$823 ﹤0.01%
216
-352
SBFG icon
3769
SB Financial Group
SBFG
$135M
$821 ﹤0.01%
+43
XENE icon
3770
Xenon Pharmaceuticals
XENE
$3.09B
$814 ﹤0.01%
26
-32
JAAA icon
3771
Janus Henderson AAA CLO ETF
JAAA
$25.1B
$812 ﹤0.01%
16
DCGO icon
3772
DocGo
DCGO
$102M
$811 ﹤0.01%
517
+453
NNDM
3773
Nano Dimension
NNDM
$334M
$805 ﹤0.01%
+497
AVBP icon
3774
ArriVent BioPharma
AVBP
$812M
$805 ﹤0.01%
+37
EWTX icon
3775
Edgewise Therapeutics
EWTX
$2.16B
$800 ﹤0.01%
+61