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
TCX icon
4051
Tucows
TCX
$232M
$197 ﹤0.01%
10
-2
XCH
4052
XCHG Ltd
XCH
$87.4M
$197 ﹤0.01%
+147
STRZ
4053
Starz Entertainment Corp
STRZ
$180M
$193 ﹤0.01%
+12
BLNK icon
4054
Blink Charging
BLNK
$167M
$188 ﹤0.01%
200
+175
ZIMV
4055
DELISTED
ZimVie
ZIMV
$187 ﹤0.01%
20
-82
ATOS icon
4056
Atossa Therapeutics
ATOS
$104M
$183 ﹤0.01%
221
+116
HOWL icon
4057
Werewolf Therapeutics
HOWL
$45M
$182 ﹤0.01%
167
+132
SHLT
4058
DELISTED
SHL Telemedicine Ltd American Depositary Shares
SHLT
$182 ﹤0.01%
+89
ATEX icon
4059
Anterix
ATEX
$391M
$180 ﹤0.01%
7
+6
NOTE icon
4060
FiscalNote
NOTE
$39.7M
$179 ﹤0.01%
28
-6
NODK icon
4061
NI Holdings
NODK
$277M
$178 ﹤0.01%
14
-3
SBDS
4062
Solo Brands Inc
SBDS
$18.3M
$174 ﹤0.01%
14
-8
ARGT icon
4063
Global X MSCI Argentina ETF
ARGT
$840M
$169 ﹤0.01%
+2
CBLL
4064
CeriBell Inc
CBLL
$463M
$169 ﹤0.01%
9
-37
GRWG icon
4065
GrowGeneration
GRWG
$98.7M
$166 ﹤0.01%
178
+148
AMLX icon
4066
Amylyx Pharmaceuticals
AMLX
$1.36B
$160 ﹤0.01%
25
MOLN
4067
Molecular Partners
MOLN
$160M
$157 ﹤0.01%
+41
AKA icon
4068
a.k.a. Brands
AKA
$134M
$155 ﹤0.01%
15
+12
ESSA
4069
DELISTED
ESSA Bancorp
ESSA
$155 ﹤0.01%
8
+7
III icon
4070
Information Services Group
III
$251M
$154 ﹤0.01%
32
+10
BPRN icon
4071
Princeton Bancorp
BPRN
$226M
$153 ﹤0.01%
5
+3
LCNB icon
4072
LCNB Corp
LCNB
$221M
$145 ﹤0.01%
10
+9
MPX icon
4073
Marine Products Corp
MPX
$300M
$145 ﹤0.01%
17
-2
NAMS icon
4074
NewAmsterdam Pharma
NAMS
$4.13B
$145 ﹤0.01%
8
+6
BWMN icon
4075
Bowman Consulting
BWMN
$593M
$144 ﹤0.01%
5
-3