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
VET icon
2326
Vermilion Energy
VET
$1.35B
$19.1K ﹤0.01%
2,618
+510
SPHD icon
2327
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.07B
$19K ﹤0.01%
400
CIVI icon
2328
Civitas Resources
CIVI
$2.36B
$19K ﹤0.01%
690
-820
FPE icon
2329
First Trust Preferred Securities and Income ETF
FPE
$6.21B
$19K ﹤0.01%
1,065
VEON icon
2330
VEON
VEON
$3.36B
$18.9K ﹤0.01%
+410
TAC icon
2331
TransAlta
TAC
$4.23B
$18.9K ﹤0.01%
1,747
-119
HOUS icon
2332
Anywhere Real Estate
HOUS
$1.4B
$18.8K ﹤0.01%
5,203
+259
FPI
2333
Farmland Partners
FPI
$412M
$18.8K ﹤0.01%
1,633
+1,496
SCSC icon
2334
Scansource
SCSC
$851M
$18.8K ﹤0.01%
449
+282
HYLB icon
2335
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.83B
$18.8K ﹤0.01%
508
-171
ARDX icon
2336
Ardelyx
ARDX
$1.44B
$18.7K ﹤0.01%
4,774
+3,881
SHO icon
2337
Sunstone Hotel Investors
SHO
$1.73B
$18.7K ﹤0.01%
+2,155
TNK icon
2338
Teekay Tankers
TNK
$2.16B
$18.7K ﹤0.01%
448
+290
STRL icon
2339
Sterling Infrastructure
STRL
$10.2B
$18.7K ﹤0.01%
81
+16
VRTS icon
2340
Virtus Investment Partners
VRTS
$1.05B
$18.7K ﹤0.01%
103
+86
GEF icon
2341
Greif
GEF
$3.5B
$18.7K ﹤0.01%
287
+113
JMIA
2342
Jumia Technologies
JMIA
$1.24B
$18.7K ﹤0.01%
4,640
+3,715
SAH icon
2343
Sonic Automotive
SAH
$2.09B
$18.6K ﹤0.01%
233
+227
BILI icon
2344
Bilibili
BILI
$10.8B
$18.6K ﹤0.01%
867
-185
IBP icon
2345
Installed Building Products
IBP
$6.64B
$18.6K ﹤0.01%
103
+67
CTO
2346
CTO Realty Growth
CTO
$558M
$18.6K ﹤0.01%
1,076
+1,002
BE icon
2347
Bloom Energy
BE
$25.3B
$18.6K ﹤0.01%
776
+3
ARCB icon
2348
ArcBest
ARCB
$1.41B
$18.6K ﹤0.01%
241
+126
SPB icon
2349
Spectrum Brands
SPB
$1.35B
$18.6K ﹤0.01%
350
-1,309
UPBD icon
2350
Upbound Group
UPBD
$953M
$18.5K ﹤0.01%
739
+492
92 93
94
95 96