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 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
NVD icon
2451
GraniteShares 2x Short NVDA Daily ETF
NVD
$43.4M
$17.6K ﹤0.01%
+2,025
OFIX icon
2452
Orthofix Medical
OFIX
$620M
$17.6K ﹤0.01%
1,202
+294
MFA
2453
MFA Financial
MFA
$975M
$17.6K ﹤0.01%
1,914
+839
NBR icon
2454
Nabors Industries
NBR
$785M
$17.6K ﹤0.01%
430
+139
HGTY icon
2455
Hagerty
HGTY
$1.29B
$17.6K ﹤0.01%
1,458
+497
UVSP icon
2456
Univest Financial
UVSP
$996M
$17.5K ﹤0.01%
584
+147
PRDO icon
2457
Perdoceo Education
PRDO
$1.87B
$17.5K ﹤0.01%
465
-161
FOR icon
2458
Forestar Group
FOR
$1.35B
$17.5K ﹤0.01%
657
-618
BBSI icon
2459
Barrett Business Services
BBSI
$920M
$17.5K ﹤0.01%
394
+118
VSEC icon
2460
VSE Corp
VSEC
$3.98B
$17.5K ﹤0.01%
105
-7
SAH icon
2461
Sonic Automotive
SAH
$2.25B
$17.4K ﹤0.01%
229
-4
PMT
2462
PennyMac Mortgage Investment
PMT
$1.1B
$17.4K ﹤0.01%
1,421
-364
SCHI icon
2463
Schwab 5-10 Year Corporate Bond ETF
SCHI
$9.64B
$17.4K ﹤0.01%
+754
CLSK icon
2464
CleanSpark
CLSK
$3.1B
$17.4K ﹤0.01%
1,197
+252
WS icon
2465
Worthington Steel
WS
$1.79B
$17.3K ﹤0.01%
569
+10
SOUN icon
2466
SoundHound AI
SOUN
$4.57B
$17.3K ﹤0.01%
1,075
+427
TREE icon
2467
LendingTree
TREE
$705M
$17.3K ﹤0.01%
267
+2
SUZ icon
2468
Suzano
SUZ
$11.1B
$17.3K ﹤0.01%
1,837
-565
SBLK icon
2469
Star Bulk Carriers
SBLK
$2.07B
$17.3K ﹤0.01%
928
-386
TSBK icon
2470
Timberland Bancorp
TSBK
$297M
$17.2K ﹤0.01%
518
-299
FWONA icon
2471
Liberty Media Series A
FWONA
$21.9B
$17.2K ﹤0.01%
181
+35
DBD icon
2472
Diebold Nixdorf
DBD
$2.42B
$17.2K ﹤0.01%
302
+227
HUBG icon
2473
HUB Group
HUBG
$2.62B
$17.2K ﹤0.01%
499
-102
EYE icon
2474
National Vision
EYE
$2.31B
$17K ﹤0.01%
583
+5
XHR
2475
Xenia Hotels & Resorts
XHR
$1.4B
$17K ﹤0.01%
1,238
+35