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
STEM icon
3851
Stem
STEM
$138M
$592 ﹤0.01%
95
-19
MFIN icon
3852
Medallion Financial
MFIN
$231M
$591 ﹤0.01%
62
+61
TASK icon
3853
TaskUs
TASK
$1.07B
$587 ﹤0.01%
35
+20
MNMD icon
3854
MindMed
MNMD
$1.13B
$584 ﹤0.01%
90
+34
EJUL icon
3855
Innovator Emerging Markets Power Buffer ETF July
EJUL
$152M
$581 ﹤0.01%
21
STFS
3856
Star Fashion Culture Holdings
STFS
$5.63M
$579 ﹤0.01%
+541
SKYH icon
3857
Sky Harbour Group
SKYH
$330M
$576 ﹤0.01%
59
+27
FDVV icon
3858
Fidelity High Dividend ETF
FDVV
$6.98B
$575 ﹤0.01%
11
LABU icon
3859
Direxion Daily S&P Biotech Bull 3X Shares
LABU
$1.06B
$571 ﹤0.01%
10
-88
ZBIO
3860
Zenas BioPharma
ZBIO
$1.91B
$562 ﹤0.01%
58
+56
FUNC icon
3861
First United
FUNC
$236M
$558 ﹤0.01%
+18
PBYI icon
3862
Puma Biotechnology
PBYI
$249M
$552 ﹤0.01%
161
+155
OMER icon
3863
Omeros
OMER
$427M
$549 ﹤0.01%
183
+160
BBAX icon
3864
JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF
BBAX
$5.39B
$545 ﹤0.01%
10
ESCA icon
3865
Escalade
ESCA
$174M
$545 ﹤0.01%
39
+29
ABSI icon
3866
Absci
ABSI
$397M
$539 ﹤0.01%
210
+81
KRKR
3867
36Kr Holdings
KRKR
$11M
$538 ﹤0.01%
+93
CLVT icon
3868
Clarivate
CLVT
$2.32B
$537 ﹤0.01%
+125
BTMD icon
3869
Biote Corp
BTMD
$79.8M
$531 ﹤0.01%
132
+101
TRML
3870
DELISTED
Tourmaline Bio
TRML
$528 ﹤0.01%
+33
IONR
3871
Ioneer
IONR
$304M
$527 ﹤0.01%
+202
VALN
3872
Valneva
VALN
$793M
$527 ﹤0.01%
+93
ABUS icon
3873
Arbutus Biopharma
ABUS
$874M
$522 ﹤0.01%
169
+87
VNDA icon
3874
Vanda Pharmaceuticals
VNDA
$256M
$519 ﹤0.01%
+110
CRD.A icon
3875
Crawford & Co Class A
CRD.A
$555M
$518 ﹤0.01%
49
-21