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
ARLO icon
1226
Arlo Technologies
ARLO
$1.5B
$95.2K ﹤0.01%
5,616
+5,301
PDI icon
1227
PIMCO Dynamic Income Fund
PDI
$7.54B
$94.8K ﹤0.01%
5,000
SSRM icon
1228
SSR Mining
SSRM
$4.32B
$94.8K ﹤0.01%
7,431
+6,223
GSK icon
1229
GSK
GSK
$94.8B
$94.5K ﹤0.01%
2,461
+179
FRO icon
1230
Frontline
FRO
$5.67B
$94.4K ﹤0.01%
5,752
-40
ZION icon
1231
Zions Bancorporation
ZION
$7.53B
$94.3K ﹤0.01%
1,816
+625
APLS icon
1232
Apellis Pharmaceuticals
APLS
$2.57B
$94K ﹤0.01%
5,429
+4,191
AGOX icon
1233
Adaptive Alpha Opportunities ETF
AGOX
$356M
$93.9K ﹤0.01%
3,176
ALKS icon
1234
Alkermes
ALKS
$4.8B
$93.9K ﹤0.01%
3,283
+1,610
REFI
1235
Chicago Atlantic Real Estate Finance
REFI
$267M
$93.8K ﹤0.01%
6,722
+6,508
SPXS icon
1236
Direxion Daily S&P 500 Bear 3x Shares
SPXS
$4.22B
$93.8K ﹤0.01%
+2,000
TTAN
1237
ServiceTitan Inc
TTAN
$8.3B
$93.8K ﹤0.01%
+875
NOV icon
1238
NOV
NOV
$5.73B
$93.5K ﹤0.01%
7,519
+3,995
LVS icon
1239
Las Vegas Sands
LVS
$44.2B
$93.4K ﹤0.01%
2,146
+1,027
HUN icon
1240
Huntsman Corp
HUN
$1.51B
$93.3K ﹤0.01%
8,956
+5,779
PTY icon
1241
PIMCO Corporate & Income Opportunity Fund
PTY
$2.57B
$93.2K ﹤0.01%
6,700
QDEL icon
1242
QuidelOrtho
QDEL
$1.45B
$93.1K ﹤0.01%
3,230
+2,309
AKAM icon
1243
Akamai
AKAM
$12.5B
$92.8K ﹤0.01%
1,163
+703
TGT icon
1244
Target
TGT
$40.9B
$92.7K ﹤0.01%
941
-318
HWC icon
1245
Hancock Whitney
HWC
$4.91B
$92.5K ﹤0.01%
1,611
+710
BF.A icon
1246
Brown-Forman Class A
BF.A
$13.1B
$92.4K ﹤0.01%
3,365
+960
BRBR icon
1247
BellRing Brands
BRBR
$3.4B
$92.4K ﹤0.01%
1,595
+755
QLYS icon
1248
Qualys
QLYS
$5.15B
$92.3K ﹤0.01%
646
+535
PODD icon
1249
Insulet
PODD
$23.4B
$92.1K ﹤0.01%
293
+5
LEA icon
1250
Lear
LEA
$5.5B
$91.9K ﹤0.01%
968
+262