EWA

EverSource Wealth Advisors Portfolio holdings

AUM $2.71B
1-Year Est. Return 22.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.83%
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 12.85%
2 Financials 7.7%
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
$33.7M
$17.6K ﹤0.01%
+2,025
OFIX icon
2452
Orthofix Medical
OFIX
$507M
$17.6K ﹤0.01%
1,202
+294
MFA
2453
MFA Financial
MFA
$995M
$17.6K ﹤0.01%
1,914
+839
NBR icon
2454
Nabors Industries
NBR
$1.02B
$17.6K ﹤0.01%
430
+139
HGTY icon
2455
Hagerty
HGTY
$1.27B
$17.6K ﹤0.01%
1,458
+497
UVSP icon
2456
Univest Financial
UVSP
$1.01B
$17.5K ﹤0.01%
584
+147
PRDO icon
2457
Perdoceo Education
PRDO
$2.04B
$17.5K ﹤0.01%
465
-161
FOR icon
2458
Forestar Group
FOR
$1.49B
$17.5K ﹤0.01%
657
-618
BBSI icon
2459
Barrett Business Services
BBSI
$970M
$17.5K ﹤0.01%
394
+118
VSEC icon
2460
VSE Corp
VSEC
$5.6B
$17.5K ﹤0.01%
105
-7
SAH icon
2461
Sonic Automotive
SAH
$2.13B
$17.4K ﹤0.01%
229
-4
PMT
2462
PennyMac Mortgage Investment
PMT
$1.06B
$17.4K ﹤0.01%
1,421
-364
SCHI icon
2463
Schwab 5-10 Year Corporate Bond ETF
SCHI
$10.3B
$17.4K ﹤0.01%
+754
CLSK icon
2464
CleanSpark
CLSK
$2.58B
$17.4K ﹤0.01%
1,197
+252
WS icon
2465
Worthington Steel
WS
$2.42B
$17.3K ﹤0.01%
569
+10
SOUN icon
2466
SoundHound AI
SOUN
$3.6B
$17.3K ﹤0.01%
1,075
+427
TREE icon
2467
LendingTree
TREE
$649M
$17.3K ﹤0.01%
267
+2
SUZ icon
2468
Suzano
SUZ
$12B
$17.3K ﹤0.01%
1,837
-565
SBLK icon
2469
Star Bulk Carriers
SBLK
$2.59B
$17.3K ﹤0.01%
928
-386
TSBK icon
2470
Timberland Bancorp
TSBK
$312M
$17.2K ﹤0.01%
518
-299
FWONA icon
2471
Liberty Media Series A
FWONA
$19.5B
$17.2K ﹤0.01%
181
+35
DBD icon
2472
Diebold Nixdorf
DBD
$2.58B
$17.2K ﹤0.01%
302
+227
HUBG icon
2473
HUB Group
HUBG
$2.57B
$17.2K ﹤0.01%
499
-102
EYE icon
2474
National Vision
EYE
$2.29B
$17K ﹤0.01%
583
+5
XHR
2475
Xenia Hotels & Resorts
XHR
$1.48B
$17K ﹤0.01%
1,238
+35
97 98
99
100 101