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
ALTG icon
3776
Alta Equipment Group
ALTG
$157M
$796 ﹤0.01%
126
+120
AOSL icon
3777
Alpha and Omega Semiconductor
AOSL
$566M
$796 ﹤0.01%
+31
DSGN icon
3778
Design Therapeutics
DSGN
$402M
$792 ﹤0.01%
235
+204
ATLO icon
3779
AMES National
ATLO
$190M
$784 ﹤0.01%
44
+30
LC icon
3780
LendingClub
LC
$2.02B
$782 ﹤0.01%
65
+30
DNUT icon
3781
Krispy Kreme
DNUT
$671M
$774 ﹤0.01%
266
-56
PBFS icon
3782
Pioneer Bancorp
PBFS
$337M
$770 ﹤0.01%
64
+47
IH
3783
iHuman
IH
$142M
$763 ﹤0.01%
+305
BVFL icon
3784
BV Financial
BVFL
$162M
$762 ﹤0.01%
+50
AIV
3785
Aimco
AIV
$817M
$761 ﹤0.01%
88
-10
RM icon
3786
Regional Management Corp
RM
$375M
$760 ﹤0.01%
26
+3
PHAT icon
3787
Phathom Pharmaceuticals
PHAT
$1.06B
$758 ﹤0.01%
79
+42
PRAX icon
3788
Praxis Precision Medicines
PRAX
$4.45B
$757 ﹤0.01%
18
+7
DFH icon
3789
Dream Finders Homes
DFH
$1.78B
$754 ﹤0.01%
30
-45
EML icon
3790
Eastern Company
EML
$120M
$753 ﹤0.01%
33
+32
NPWR icon
3791
NET Power
NPWR
$230M
$748 ﹤0.01%
303
-205
COYA icon
3792
Coya Therapeutics
COYA
$125M
$742 ﹤0.01%
+129
RXST icon
3793
RxSight
RXST
$394M
$741 ﹤0.01%
57
+33
INFU icon
3794
InfuSystem Holdings
INFU
$207M
$730 ﹤0.01%
+117
FTHY
3795
First Trust High Yield Opportunities 2027 Term Fund
FTHY
$517M
$726 ﹤0.01%
49
+1
OCUL icon
3796
Ocular Therapeutix
OCUL
$2.38B
$724 ﹤0.01%
78
+40
BCAX
3797
Bicara Therapeutics
BCAX
$781M
$724 ﹤0.01%
78
-24
GOTU icon
3798
Gaotu Techedu
GOTU
$638M
$722 ﹤0.01%
200
-313
AVXL icon
3799
Anavex Life Sciences
AVXL
$489M
$719 ﹤0.01%
78
+45
NVCT icon
3800
Nuvectis Pharma
NVCT
$152M
$717 ﹤0.01%
+96