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
WDC icon
626
Western Digital
WDC
$53.7B
$331K 0.02%
5,177
+1,963
OUNZ icon
627
VanEck Merk Gold Trust
OUNZ
$2.29B
$330K 0.01%
10,355
HUM icon
628
Humana
HUM
$28.5B
$330K 0.01%
1,350
+617
LAMR icon
629
Lamar Advertising Co
LAMR
$12.9B
$330K 0.01%
2,719
+2,406
RHI icon
630
Robert Half
RHI
$2.78B
$329K 0.01%
8,019
+7,001
EA icon
631
Electronic Arts
EA
$50.2B
$329K 0.01%
2,058
+851
NTRA icon
632
Natera
NTRA
$27.7B
$328K 0.01%
1,941
+1,513
SPSM icon
633
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$12.6B
$327K 0.01%
7,681
+1,660
EG icon
634
Everest Group
EG
$13.7B
$326K 0.01%
959
+729
IDXX icon
635
Idexx Laboratories
IDXX
$56B
$325K 0.01%
606
+147
OSIS icon
636
OSI Systems
OSIS
$4.63B
$323K 0.01%
1,438
+24
DDOG icon
637
Datadog
DDOG
$65.2B
$323K 0.01%
2,405
+1,417
SQQQ icon
638
ProShares UltraPro Short QQQ
SQQQ
$1.93B
$323K 0.01%
16,499
+4,999
EUSB icon
639
iShares ESG Advanced Universal USD Bond ETF
EUSB
$695M
$321K 0.01%
7,363
+1,477
JHG icon
640
Janus Henderson
JHG
$6.76B
$319K 0.01%
8,207
+6,664
CPRT icon
641
Copart
CPRT
$40.3B
$318K 0.01%
6,482
+2,420
DELL icon
642
Dell
DELL
$89.8B
$317K 0.01%
2,584
+1,257
FNDA icon
643
Schwab Fundamental US Small Company Index ETF
FNDA
$9B
$317K 0.01%
+11,058
ADM icon
644
Archer Daniels Midland
ADM
$28.3B
$317K 0.01%
5,999
+1,628
MFC icon
645
Manulife Financial
MFC
$58B
$316K 0.01%
9,886
+3,375
BABA icon
646
Alibaba
BABA
$381B
$316K 0.01%
2,785
+227
TEL icon
647
TE Connectivity
TEL
$69.5B
$314K 0.01%
1,861
+583
HPE icon
648
Hewlett Packard
HPE
$30.3B
$312K 0.01%
15,276
+4,826
CGMS icon
649
Capital Group US Multi-Sector Income ETF
CGMS
$3.28B
$312K 0.01%
+11,284
ITW icon
650
Illinois Tool Works
ITW
$71.2B
$312K 0.01%
1,260
-263