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
NKE icon
701
Nike
NKE
$97.6B
$279K 0.01%
3,934
-207
SNV icon
702
Synovus
SNV
$6.4B
$279K 0.01%
5,394
+3,044
HDB icon
703
HDFC Bank
HDB
$186B
$278K 0.01%
7,258
+2,376
DRI icon
704
Darden Restaurants
DRI
$20.4B
$278K 0.01%
1,276
+586
LAD icon
705
Lithia Motors
LAD
$7.26B
$277K 0.01%
821
+273
TECS icon
706
Direxion Daily Technology Bear 3x Shares
TECS
$42.1M
$277K 0.01%
+10,350
BKR icon
707
Baker Hughes
BKR
$46.9B
$277K 0.01%
7,216
+2,368
OLLI icon
708
Ollie's Bargain Outlet
OLLI
$7.74B
$276K 0.01%
2,091
-72
CTSH icon
709
Cognizant
CTSH
$35.5B
$275K 0.01%
3,521
+1,214
FLIN icon
710
Franklin FTSE India ETF
FLIN
$2.52B
$274K 0.01%
6,889
+5,814
VEGA icon
711
AdvisorShares STAR Global Buy-Write ETF
VEGA
$72.9M
$274K 0.01%
5,945
-1,956
LTL icon
712
ProShares Ultra Communication Services
LTL
$15.5M
$274K 0.01%
2,750
+1,750
GPI icon
713
Group 1 Automotive
GPI
$4.73B
$273K 0.01%
626
+206
WPM icon
714
Wheaton Precious Metals
WPM
$48B
$273K 0.01%
3,043
+2,355
BFAM icon
715
Bright Horizons
BFAM
$5.67B
$273K 0.01%
2,211
-162
SAN icon
716
Banco Santander
SAN
$161B
$273K 0.01%
32,849
+12,894
EQR icon
717
Equity Residential
EQR
$22.6B
$272K 0.01%
4,030
+257
TER icon
718
Teradyne
TER
$26.6B
$272K 0.01%
3,025
-554
VHT icon
719
Vanguard Health Care ETF
VHT
$16.9B
$272K 0.01%
1,095
-2,035
SCO icon
720
ProShares UltraShort Bloomberg Crude Oil
SCO
$140M
$271K 0.01%
+14,999
NDSN icon
721
Nordson
NDSN
$13.1B
$270K 0.01%
1,259
-318
ASH icon
722
Ashland
ASH
$2.43B
$270K 0.01%
5,366
+5,093
CVNA icon
723
Carvana
CVNA
$45B
$270K 0.01%
800
+129
ED icon
724
Consolidated Edison
ED
$36.4B
$269K 0.01%
2,685
+547
MTB icon
725
M&T Bank
MTB
$28.6B
$269K 0.01%
1,386
+404
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