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
$2.53B
AUM Growth
+$314M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,514
New
Increased
Reduced
Closed

Top Buys

1
+$26.7M
2
+$6.53M
3
+$6.5M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$6.1M
5
AVDE icon
Avantis International Equity ETF
AVDE
+$6.06M

Top Sells

1
+$6.15M
2
+$3.3M
3
+$2.99M
4
PLTR icon
Palantir
PLTR
+$2.35M
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$2.31M

Sector Composition

1 Technology 12.86%
2 Financials 7.68%
3 Consumer Discretionary 5.5%
4 Industrials 3.52%
5 Communication Services 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BTG icon
2176
B2Gold
BTG
$6B
$25.3K ﹤0.01%
5,113
+1,679
CMBT
2177
CMB.TECH NV
CMBT
$2.75B
$25.3K ﹤0.01%
2,695
+806
BBW icon
2178
Build-A-Bear
BBW
$696M
$25.3K ﹤0.01%
388
+56
DEA
2179
Easterly Government Properties
DEA
$1.02B
$25.3K ﹤0.01%
1,103
-27
SMG icon
2180
ScottsMiracle-Gro
SMG
$3.36B
$25.3K ﹤0.01%
444
-83
ALDX icon
2181
Aldeyra Therapeutics
ALDX
$301M
$25.3K ﹤0.01%
4,840
+291
ACAD icon
2182
Acadia Pharmaceuticals
ACAD
$4.5B
$25.2K ﹤0.01%
1,183
+215
CIB icon
2183
Grupo Cibest SA
CIB
$14.7B
$25.2K ﹤0.01%
486
+20
UCTT icon
2184
Ultra Clean Holdings
UCTT
$1.15B
$25.2K ﹤0.01%
926
+554
ACHC icon
2185
Acadia Healthcare
ACHC
$1.31B
$25.2K ﹤0.01%
1,019
-385
BWXT icon
2186
BWX Technologies
BWXT
$15.6B
$25.1K ﹤0.01%
136
+17
RAMP icon
2187
LiveRamp
RAMP
$1.9B
$25.1K ﹤0.01%
924
+120
SHLD icon
2188
Global X Defense Tech ETF
SHLD
$4.91B
$25.1K ﹤0.01%
357
+334
GRBK icon
2189
Green Brick Partners
GRBK
$2.85B
$25K ﹤0.01%
339
MNDY icon
2190
monday.com
MNDY
$7.5B
$25K ﹤0.01%
129
-21
XSMO icon
2191
Invesco S&P SmallCap Momentum ETF
XSMO
$2.06B
$25K ﹤0.01%
340
+1
PCH icon
2192
PotlatchDeltic
PCH
$3.1B
$25K ﹤0.01%
613
+29
BIO icon
2193
Bio-Rad Laboratories Class A
BIO
$8.09B
$25K ﹤0.01%
89
+23
CLDT
2194
Chatham Lodging
CLDT
$343M
$24.9K ﹤0.01%
3,715
+384
EQBK icon
2195
Equity Bancshares
EQBK
$906M
$24.9K ﹤0.01%
612
+25
WAVE
2196
Eco Wave Power Global
WAVE
$36.2M
$24.9K ﹤0.01%
2,911
+176
TCBK icon
2197
TriCo Bancshares
TCBK
$1.64B
$24.8K ﹤0.01%
559
-5
JAMF icon
2198
Jamf
JAMF
$1.74B
$24.8K ﹤0.01%
2,320
+152
CWH icon
2199
Camping World
CWH
$621M
$24.8K ﹤0.01%
1,572
+455
APPN icon
2200
Appian
APPN
$2.72B
$24.8K ﹤0.01%
811
+599
86 87
88
89 90