EWA
EverSource Wealth Advisors Portfolio holdings
AUM
$2.53B
1-Year Est. Return
23.79%
1 Year Est. Return
+23.79%
AUM
$2.21B
AUM Growth
+$393M
(+22%)
Holding
4,417
Top Buys
| 1 | +$29.5M | |
| 2 | +$28M | |
| 3 | +$9.83M | |
| 4 |
VBIL
Vanguard 0-3 Month Treasury Bill ETF
VBIL
|
+$9.77M |
| 5 |
Robinhood
HOOD
|
+$8.19M |
Top Sells
| 1 | +$10.6M | |
| 2 | +$5.34M | |
| 3 | +$4.93M | |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
+$4.76M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
476
Zoetis
ZTS
$53.4B
| $473K | 0.02% |
3,032
+1,026
|
|
||
477
Toyota
TM
$265B
| $472K | 0.02% |
2,741
+209
|
|
||
478
SPDR Dow Jones Industrial Average ETF Trust
DIA
$40.5B
| $472K | 0.02% |
1,071
+29
|
|
||
479
Pinterest
PINS
$18.1B
| $472K | 0.02% |
13,160
+6,298
|
|
||
480
Ulta Beauty
ULTA
$23.9B
| $469K | 0.02% |
1,002
+392
|
|
||
481
BP
BP
$93.3B
| $465K | 0.02% |
15,537
+4,856
|
|
||
482
TechnipFMC
FTI
$17.5B
| $465K | 0.02% |
13,490
+11,374
|
|
||
483
Workday
WDAY
$59.7B
| $464K | 0.02% |
1,934
+399
|
|
||
484
Lennox International
LII
$16.7B
| $463K | 0.02% |
808
-333
|
|
||
485
LPL Financial
LPLA
$29.8B
| $462K | 0.02% |
1,233
-380
|
|
||
486
BJs Wholesale Club
BJ
$12.4B
| $462K | 0.02% |
4,285
+530
|
|
||
487
DraftKings
DKNG
$14.8B
| $462K | 0.02% |
10,764
+8,980
|
|
||
488
News Corp Class A
NWSA
$14.7B
| $459K | 0.02% |
15,446
+11,227
|
|
||
489
Shell
SHEL
$218B
| $459K | 0.02% |
6,515
+1,004
|
|
||
490
IQVIA
IQV
$38.1B
| $458K | 0.02% |
2,907
+1,130
|
|
||
491
AXIS Capital
AXS
$7.91B
| $457K | 0.02% |
4,399
+3,150
|
|
||
492
Texas Roadhouse
TXRH
$11.1B
| $457K | 0.02% |
2,437
+2,048
|
|
||
493
Ametek
AME
$44.7B
| $457K | 0.02% |
2,523
+1,028
|
|
||
494
Marvell Technology
MRVL
$75.5B
| $457K | 0.02% |
5,899
+2,751
|
|
||
495
Waste Connections
WCN
$42.9B
| $455K | 0.02% |
2,439
+245
|
|
||
496
Church & Dwight Co
CHD
$20.4B
| $452K | 0.02% |
4,707
+1,956
|
|
||
497
Air Products & Chemicals
APD
$58.5B
| $449K | 0.02% |
1,592
-90
|
|
||
498
Equifax
EFX
$25.3B
| $449K | 0.02% |
1,730
-398
|
|
||
499
Otis Worldwide
OTIS
$35.3B
| $447K | 0.02% |
4,517
+1,467
|
|
||
500
Dollar General
DG
$22.9B
| $445K | 0.02% |
3,894
+1,698
|
|