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
PHG icon
926
Philips
PHG
$27.3B
$171K 0.01%
7,128
-574
SMCI icon
927
Super Micro Computer
SMCI
$21.7B
$171K 0.01%
3,479
+1,036
EXAS icon
928
Exact Sciences
EXAS
$12.7B
$170K 0.01%
3,204
+2,159
SPHY icon
929
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$9.16B
$170K 0.01%
7,149
+1
KHC icon
930
Kraft Heinz
KHC
$29.5B
$170K 0.01%
6,577
-2,057
MFG icon
931
Mizuho Financial
MFG
$87.6B
$170K 0.01%
30,518
+17,890
NXPI icon
932
NXP Semiconductors
NXPI
$49.6B
$170K 0.01%
777
+187
EXPO icon
933
Exponent
EXPO
$3.49B
$170K 0.01%
2,271
-862
REET icon
934
iShares Global REIT ETF
REET
$3.83B
$170K 0.01%
6,869
-21,035
CURE icon
935
Direxion Daily Healthcare Bull 3X Shares
CURE
$218M
$169K 0.01%
2,150
+300
WING icon
936
Wingstop
WING
$6.53B
$169K 0.01%
503
+423
DOW icon
937
Dow Inc
DOW
$16.3B
$169K 0.01%
6,374
+2,624
EEM icon
938
iShares MSCI Emerging Markets ETF
EEM
$20.9B
$168K 0.01%
3,485
-1,044
VEU icon
939
Vanguard FTSE All-World ex-US ETF
VEU
$51.6B
$167K 0.01%
2,484
-2,830
SCHB icon
940
Schwab US Broad Market ETF
SCHB
$37.4B
$167K 0.01%
7,005
DTE icon
941
DTE Energy
DTE
$28.6B
$167K 0.01%
1,258
-407
TS icon
942
Tenaris
TS
$21.3B
$166K 0.01%
4,448
+3,076
DLTR icon
943
Dollar Tree
DLTR
$21.4B
$166K 0.01%
1,674
+1,316
BCML icon
944
BayCom
BCML
$308M
$166K 0.01%
5,979
+5,974
EEFT icon
945
Euronet Worldwide
EEFT
$2.95B
$165K 0.01%
1,631
+1,319
IJK icon
946
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.1B
$163K 0.01%
1,795
THO icon
947
Thor Industries
THO
$5.21B
$163K 0.01%
1,836
-825
WPC icon
948
W.P. Carey
WPC
$14.8B
$163K 0.01%
2,612
-18,815
GHC icon
949
Graham Holdings Company
GHC
$4.67B
$163K 0.01%
172
+81
BURL icon
950
Burlington
BURL
$17.8B
$162K 0.01%
698
+334
36 37
38
39 40