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
MTH icon
1651
Meritage Homes
MTH
$4.7B
$46.8K ﹤0.01%
699
+462
SXT icon
1652
Sensient Technologies
SXT
$3.99B
$46.8K ﹤0.01%
475
+306
HIMS icon
1653
Hims & Hers Health
HIMS
$8.42B
$46.8K ﹤0.01%
938
+687
AMED
1654
DELISTED
Amedisys
AMED
$46.7K ﹤0.01%
475
+344
LDEM icon
1655
iShares ESG MSCI EM Leaders ETF
LDEM
$32.6M
$46.7K ﹤0.01%
866
-2
BCO icon
1656
Brink's
BCO
$4.63B
$46.7K ﹤0.01%
523
+323
HFWA icon
1657
Heritage Financial
HFWA
$755M
$46.7K ﹤0.01%
1,958
+1,951
TDS icon
1658
Telephone and Data Systems
TDS
$4.43B
$46.6K ﹤0.01%
1,311
+861
RDY icon
1659
Dr. Reddy's Laboratories
RDY
$11.6B
$46.6K ﹤0.01%
3,100
+1,294
CHWY icon
1660
Chewy
CHWY
$13.9B
$46.5K ﹤0.01%
1,091
+878
BRC icon
1661
Brady Corp
BRC
$3.53B
$46.5K ﹤0.01%
684
+322
CDP icon
1662
COPT Defense Properties
CDP
$3.27B
$46.5K ﹤0.01%
1,685
+1,553
TRU icon
1663
TransUnion
TRU
$15.7B
$46.5K ﹤0.01%
528
+197
CRDO icon
1664
Credo Technology Group
CRDO
$25.2B
$46.4K ﹤0.01%
501
+333
CIG icon
1665
CEMIG Preferred Shares
CIG
$6.04B
$46.4K ﹤0.01%
23,648
+16,354
FDLS icon
1666
Inspire Fidelis Multi Factor ETF
FDLS
$104M
$46.3K ﹤0.01%
1,458
TD icon
1667
Toronto Dominion Bank
TD
$139B
$46.1K ﹤0.01%
627
+116
BBT
1668
Beacon Financial Corp
BBT
$2.12B
$46K ﹤0.01%
1,838
+1,794
TDW icon
1669
Tidewater
TDW
$2.91B
$45.9K ﹤0.01%
994
+870
YMM icon
1670
Full Truck Alliance
YMM
$12.9B
$45.8K ﹤0.01%
3,880
+2,845
BCH icon
1671
Banco de Chile
BCH
$18.2B
$45.8K ﹤0.01%
1,504
+929
OPCH icon
1672
Option Care Health
OPCH
$4.51B
$45.7K ﹤0.01%
1,407
+1,183
TRMK icon
1673
Trustmark
TRMK
$2.31B
$45.5K ﹤0.01%
1,248
+1,022
LTH icon
1674
Life Time Group Holdings
LTH
$5.61B
$45.5K ﹤0.01%
1,499
+1,002
CNO icon
1675
CNO Financial Group
CNO
$3.93B
$45.4K ﹤0.01%
1,176
+649