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
DRN icon
1726
Direxion Daily Real Estate Bull 3X Shares
DRN
$60.2M
$42K ﹤0.01%
4,400
-800
PRM icon
1727
Perimeter Solutions
PRM
$3.75B
$41.9K ﹤0.01%
+3,010
W icon
1728
Wayfair
W
$13.3B
$41.9K ﹤0.01%
819
+653
UVV icon
1729
Universal Corp
UVV
$1.32B
$41.9K ﹤0.01%
719
+522
UHAL icon
1730
U-Haul Holding Co
UHAL
$9.79B
$41.8K ﹤0.01%
691
-154
MDU icon
1731
MDU Resources
MDU
$4.21B
$41.8K ﹤0.01%
2,508
+904
CCU icon
1732
Compañía de Cervecerías Unidas
CCU
$2.39B
$41.8K ﹤0.01%
3,233
+2,994
COLM icon
1733
Columbia Sportswear
COLM
$2.89B
$41.7K ﹤0.01%
683
+491
MOG.A icon
1734
Moog Inc Class A
MOG.A
$6.38B
$41.6K ﹤0.01%
230
+54
TIMB icon
1735
TIM SA
TIMB
$11.2B
$41.4K ﹤0.01%
2,060
+1,345
GFF icon
1736
Griffon
GFF
$3.25B
$41.4K ﹤0.01%
572
+142
WABC icon
1737
Westamerica Bancorp
WABC
$1.2B
$41.4K ﹤0.01%
854
+666
AEIS icon
1738
Advanced Energy
AEIS
$7.64B
$41.3K ﹤0.01%
312
+126
PSEP icon
1739
Innovator US Equity Power Buffer ETF September
PSEP
$988M
$41.2K ﹤0.01%
1,008
XPEV icon
1740
XPeng
XPEV
$23.8B
$41.2K ﹤0.01%
2,305
+391
OGS icon
1741
ONE Gas
OGS
$4.86B
$41.2K ﹤0.01%
573
-210
BRY icon
1742
Berry Corp
BRY
$269M
$41.2K ﹤0.01%
14,861
+14,474
CCS icon
1743
Century Communities
CCS
$1.72B
$41.1K ﹤0.01%
730
+465
DXPE icon
1744
DXP Enterprises
DXPE
$1.42B
$41.1K ﹤0.01%
469
+456
TCOM icon
1745
Trip.com Group
TCOM
$47.1B
$41.1K ﹤0.01%
701
+215
VBTX
1746
DELISTED
Veritex Holdings
VBTX
$41K ﹤0.01%
1,571
+1,135
LZ icon
1747
LegalZoom.com
LZ
$1.77B
$40.7K ﹤0.01%
4,564
+4,140
BFH icon
1748
Bread Financial
BFH
$2.82B
$40.6K ﹤0.01%
711
+398
VIS icon
1749
Vanguard Industrials ETF
VIS
$6.21B
$40.6K ﹤0.01%
145
REG icon
1750
Regency Centers
REG
$12.7B
$40.6K ﹤0.01%
570
+399
68 69
70
71 72