EWA

EverSource Wealth Advisors Portfolio holdings

AUM $2.53B
1-Year Est. Return 23.79%
This Fund
S&P 500
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 12.55%
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
JEF icon
1626
Jefferies Financial Group
JEF
$11.8B
$48.8K ﹤0.01%
892
+548
SLG icon
1627
SL Green Realty
SLG
$3.01B
$48.8K ﹤0.01%
788
+128
CAE icon
1628
CAE Inc
CAE
$9.8B
$48.6K ﹤0.01%
1,660
+75
EOS
1629
Eaton Vance Enhance Equity Income Fund II
EOS
$1.16B
$48.4K ﹤0.01%
2,000
-155
JETS icon
1630
US Global Jets ETF
JETS
$888M
$48.2K ﹤0.01%
2,100
-275
AUB icon
1631
Atlantic Union Bankshares
AUB
$5.8B
$48.2K ﹤0.01%
1,542
+1,287
INVA icon
1632
Innoviva
INVA
$1.62B
$48.2K ﹤0.01%
2,398
+1,795
DBX icon
1633
Dropbox
DBX
$6.24B
$48.1K ﹤0.01%
1,681
+787
BRX icon
1634
Brixmor Property Group
BRX
$8.56B
$47.8K ﹤0.01%
1,835
+557
FCN icon
1635
FTI Consulting
FCN
$5.44B
$47.5K ﹤0.01%
294
+212
UTSL icon
1636
Direxion Daily Utilities Bull 3X Shares
UTSL
$49.3M
$47.4K ﹤0.01%
1,280
-320
ENS icon
1637
EnerSys
ENS
$5.87B
$47.3K ﹤0.01%
552
+476
ITUB icon
1638
Itaú Unibanco
ITUB
$96B
$47.3K ﹤0.01%
7,175
+5,516
CVLT icon
1639
Commault Systems
CVLT
$3.69B
$47.2K ﹤0.01%
271
+177
MNDY icon
1640
monday.com
MNDY
$5.05B
$47.2K ﹤0.01%
150
+65
NVST icon
1641
Envista
NVST
$4.01B
$47.2K ﹤0.01%
2,414
+1,909
UDR icon
1642
UDR
UDR
$12.3B
$47.2K ﹤0.01%
1,155
+703
IRTC icon
1643
iRhythm Holdings
IRTC
$4.83B
$47.1K ﹤0.01%
306
+37
SBRA icon
1644
Sabra Healthcare REIT
SBRA
$4.8B
$47.1K ﹤0.01%
2,555
+1,536
LYTS icon
1645
LSI Industries
LYTS
$682M
$47.1K ﹤0.01%
+2,769
FTDR icon
1646
Frontdoor
FTDR
$4.13B
$47.1K ﹤0.01%
799
+497
LMAT icon
1647
LeMaitre Vascular
LMAT
$1.96B
$47.1K ﹤0.01%
+567
EAPR icon
1648
Innovator Emerging Markets Power Buffer ETF April
EAPR
$74.3M
$47.1K ﹤0.01%
1,683
MIDD icon
1649
Middleby
MIDD
$7.87B
$47.1K ﹤0.01%
327
+241
UPWK icon
1650
Upwork
UPWK
$2.3B
$47.1K ﹤0.01%
3,503
+3,485
64 65
66
67 68