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
WEYS icon
4026
Weyco Group
WEYS
$318M
$232 ﹤0.01%
7
+6
PAL
4027
Proficient Auto Logistics
PAL
$217M
$232 ﹤0.01%
32
+6
GEOS icon
4028
Geospace Technologies
GEOS
$310M
$228 ﹤0.01%
+16
CELC icon
4029
Celcuity
CELC
$3.65B
$227 ﹤0.01%
17
CRVO icon
4030
CervoMed
CRVO
$67.1M
$226 ﹤0.01%
36
QRHC icon
4031
Quest Resource Holding
QRHC
$31.3M
$226 ﹤0.01%
112
+109
SCPH
4032
DELISTED
scPharmaceuticals
SCPH
$225 ﹤0.01%
59
-33
GWRS icon
4033
Global Water Resources
GWRS
$250M
$224 ﹤0.01%
+22
RHLD
4034
Resolute Holdings Management
RHLD
$1.43B
$223 ﹤0.01%
+7
SLND icon
4035
Southland Holdings
SLND
$223M
$221 ﹤0.01%
53
+21
DIBS icon
4036
1stdibs.com
DIBS
$173M
$220 ﹤0.01%
+80
JYNT icon
4037
The Joint Corp
JYNT
$123M
$219 ﹤0.01%
19
+16
TPIC
4038
DELISTED
TPI Composites
TPIC
$215 ﹤0.01%
250
-25
ERNA icon
4039
Eterna Therapeutics
ERNA
$12M
$213 ﹤0.01%
116
-1
KG
4040
Kestrel Group
KG
$127M
$212 ﹤0.01%
+8
TWIN icon
4041
Twin Disc
TWIN
$223M
$212 ﹤0.01%
+24
LAR
4042
Lithium Argentina AG
LAR
$706M
$212 ﹤0.01%
102
-132
DMRC icon
4043
Digimarc
DMRC
$170M
$211 ﹤0.01%
16
-3
AKYA
4044
DELISTED
Akoya BioSciences
AKYA
$207 ﹤0.01%
159
-52
SQNS
4045
Sequans Communications SA
SQNS
$100M
$206 ﹤0.01%
+14
CGGE
4046
Capital Group Global Equity ETF
CGGE
$1.03B
$205 ﹤0.01%
+7
STOK icon
4047
Stoke Therapeutics
STOK
$1.49B
$204 ﹤0.01%
+18
PRPL icon
4048
Purple Innovation
PRPL
$77M
$203 ﹤0.01%
+278
SMTI icon
4049
Sanara MedTech
SMTI
$175M
$199 ﹤0.01%
7
-6
PKOH icon
4050
Park-Ohio Holdings
PKOH
$291M
$197 ﹤0.01%
11
+6