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 12.56%
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
PRGS icon
1876
Progress Software
PRGS
$1.8B
$34K ﹤0.01%
532
+115
AVAL icon
1877
Grupo Aval
AVAL
$4.99B
$33.9K ﹤0.01%
+12,074
MTAL
1878
DELISTED
Metals Acquisition
MTAL
$33.9K ﹤0.01%
2,806
+2,780
AX icon
1879
Axos Financial
AX
$4.48B
$33.9K ﹤0.01%
446
+333
PBR icon
1880
Petrobras
PBR
$84.9B
$33.8K ﹤0.01%
2,704
+1,407
CXT icon
1881
Crane NXT
CXT
$3.36B
$33.8K ﹤0.01%
627
+612
HNRG icon
1882
Hallador Energy
HNRG
$891M
$33.7K ﹤0.01%
2,130
+2,111
BLE icon
1883
BlackRock Municipal Income Trust II
BLE
$499M
$33.7K ﹤0.01%
3,354
-700
TGRW icon
1884
T. Rowe Price Growth Stock ETF
TGRW
$900M
$33.7K ﹤0.01%
+801
AAT
1885
American Assets Trust
AAT
$1.18B
$33.6K ﹤0.01%
1,704
+1,234
ACM icon
1886
Aecom
ACM
$17.7B
$33.6K ﹤0.01%
298
+195
WIX icon
1887
WIX.com
WIX
$6.87B
$33.6K ﹤0.01%
212
+65
GRND icon
1888
Grindr
GRND
$2.59B
$33.6K ﹤0.01%
1,479
+1,385
BCAL icon
1889
Southern California Bancorp
BCAL
$615M
$33.6K ﹤0.01%
2,129
+2,121
KLIC icon
1890
Kulicke & Soffa
KLIC
$1.94B
$33.5K ﹤0.01%
968
+933
LZB icon
1891
La-Z-Boy
LZB
$1.25B
$33.5K ﹤0.01%
901
+670
ACMR icon
1892
ACM Research
ACMR
$2.04B
$33.5K ﹤0.01%
1,293
+1,122
CHYM
1893
Chime Financial
CHYM
$7.08B
$33.5K ﹤0.01%
+970
AI icon
1894
C3.ai
AI
$1.94B
$33.5K ﹤0.01%
1,362
-950
ISCB icon
1895
iShares Morningstar Small-Cap ETF
ISCB
$247M
$33.5K ﹤0.01%
574
BDC icon
1896
Belden
BDC
$4.39B
$33.4K ﹤0.01%
288
+165
ICUI icon
1897
ICU Medical
ICUI
$3.37B
$33.3K ﹤0.01%
252
+42
SNRE
1898
DELISTED
Sunrise Communications AG American Depositary Shares representing Class A shares
SNRE
$33.2K ﹤0.01%
587
+347
MSA icon
1899
Mine Safety
MSA
$6.12B
$33.2K ﹤0.01%
198
+96
KALU icon
1900
Kaiser Aluminum
KALU
$1.48B
$33.1K ﹤0.01%
414
+342