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
MBLY icon
3976
Mobileye
MBLY
$10.1B
$324 ﹤0.01%
18
EPOL icon
3977
iShares MSCI Poland ETF
EPOL
$461M
$323 ﹤0.01%
10
INBX icon
3978
Inhibrx
INBX
$1.08B
$314 ﹤0.01%
22
+16
FINV
3979
FinVolution Group
FINV
$1.53B
$313 ﹤0.01%
33
-531
LRE
3980
Lead Real Estate
LRE
$17.7M
$310 ﹤0.01%
+172
SWKH icon
3981
SWK Holdings
SWKH
$203M
$310 ﹤0.01%
21
+18
OSUR icon
3982
OraSure Technologies
OSUR
$164M
$309 ﹤0.01%
103
+98
FSTR icon
3983
Foster
FSTR
$278M
$306 ﹤0.01%
+14
TALK icon
3984
Talkspace
TALK
$535M
$303 ﹤0.01%
109
-173
LWLG icon
3985
Lightwave Logic
LWLG
$621M
$302 ﹤0.01%
243
-5
ATNM icon
3986
Actinium Pharmaceuticals
ATNM
$39M
$301 ﹤0.01%
215
+47
TSQ icon
3987
Townsquare Media
TSQ
$89.4M
$301 ﹤0.01%
38
-202
WWR icon
3988
Westwater Resources
WWR
$87.1M
$301 ﹤0.01%
500
EBND icon
3989
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.14B
$300 ﹤0.01%
+14
AFRI icon
3990
Forafric Global
AFRI
$259M
$296 ﹤0.01%
38
+28
EPP icon
3991
iShares MSCI Pacific ex Japan ETF
EPP
$1.8B
$296 ﹤0.01%
6
FF icon
3992
Future Fuel
FF
$149M
$295 ﹤0.01%
76
-236
GDRX icon
3993
GoodRx Holdings
GDRX
$1.04B
$294 ﹤0.01%
59
-51
CIX icon
3994
Comp X International
CIX
$272M
$292 ﹤0.01%
11
+7
SSBK
3995
DELISTED
Southern States Bancshares
SSBK
$291 ﹤0.01%
+8
GLSI icon
3996
Greenwich LifeSciences
GLSI
$114M
$290 ﹤0.01%
32
+29
CVLG icon
3997
Covenant Logistics
CVLG
$481M
$289 ﹤0.01%
12
-9
NWFL icon
3998
Norwood Financial Corp
NWFL
$252M
$284 ﹤0.01%
11
+9
KRRO icon
3999
Korro Bio
KRRO
$61.2M
$275 ﹤0.01%
+22
NAUT icon
4000
Nautilus Biotechnolgy
NAUT
$239M
$274 ﹤0.01%
378
+233