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
ARL icon
4151
American Realty Investors
ARL
$256M
$71 ﹤0.01%
+5
FVCB icon
4152
FVCBankcorp
FVCB
$227M
$71 ﹤0.01%
+6
JBIO
4153
Jade Biosciences
JBIO
$445M
$70 ﹤0.01%
7
+6
RILY icon
4154
B. Riley Financial
RILY
$157M
$70 ﹤0.01%
24
-58
BBBY
4155
Bed Bath & Beyond
BBBY
$439M
$69 ﹤0.01%
11
-91
SHV icon
4156
iShares Short Treasury Bond ETF
SHV
$20.7B
$69 ﹤0.01%
1
AVAH icon
4157
Aveanna Healthcare
AVAH
$1.78B
$68 ﹤0.01%
13
BTBT icon
4158
Bit Digital
BTBT
$810M
$64 ﹤0.01%
29
-210
DLHC icon
4159
DLH Holdings
DLHC
$84.2M
$64 ﹤0.01%
11
+9
NRGV icon
4160
Energy Vault
NRGV
$522M
$64 ﹤0.01%
89
-250
ULY icon
4161
Urgent.ly
ULY
$3.42M
$64 ﹤0.01%
+10
CLYM
4162
Climb Bio
CLYM
$128M
$63 ﹤0.01%
51
+42
BYRN icon
4163
Byrna Technologies
BYRN
$399M
$62 ﹤0.01%
+2
CABA icon
4164
Cabaletta Bio
CABA
$225M
$62 ﹤0.01%
41
-49
ABVX
4165
Abivax
ABVX
$7.85B
$61 ﹤0.01%
+8
OESX icon
4166
Orion Energy Systems
OESX
$47.2M
$61 ﹤0.01%
10
SST icon
4167
System1
SST
$29.7M
$61 ﹤0.01%
11
-2
DTI icon
4168
Drilling Tools International
DTI
$88.3M
$60 ﹤0.01%
21
-6
CWBC
4169
Community West Bancshares
CWBC
$414M
$59 ﹤0.01%
+3
SLN
4170
Silence Therapeutics
SLN
$327M
$58 ﹤0.01%
+10
TELO icon
4171
Telomir Pharmaceuticals
TELO
$44M
$58 ﹤0.01%
46
-42
MGNX icon
4172
MacroGenics
MGNX
$101M
$57 ﹤0.01%
47
-18
GOCO icon
4173
GoHealth
GOCO
$41.6M
$56 ﹤0.01%
10
-5
LVWR icon
4174
LiveWire
LVWR
$955M
$55 ﹤0.01%
12
-22
MAXN icon
4175
Maxeon Solar Technologies
MAXN
$57.4M
$55 ﹤0.01%
18
+17