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
WD icon
2476
Walker & Dunlop
WD
$2.12B
$17K ﹤0.01%
203
+17
CTO
2477
CTO Realty Growth
CTO
$575M
$17K ﹤0.01%
1,041
-35
ICUI icon
2478
ICU Medical
ICUI
$3.65B
$16.9K ﹤0.01%
141
-111
CMCO icon
2479
Columbus McKinnon
CMCO
$515M
$16.9K ﹤0.01%
1,176
+432
SRDX
2480
DELISTED
Surmodics
SRDX
$16.8K ﹤0.01%
562
+4
GES icon
2481
Guess Inc
GES
$874M
$16.8K ﹤0.01%
1,004
-76
ALGM icon
2482
Allegro MicroSystems
ALGM
$5B
$16.8K ﹤0.01%
574
-214
CAC icon
2483
Camden National
CAC
$775M
$16.7K ﹤0.01%
434
-1
USLM icon
2484
United States Lime & Minerals
USLM
$3.54B
$16.7K ﹤0.01%
127
+8
CNK icon
2485
Cinemark Holdings
CNK
$2.79B
$16.7K ﹤0.01%
596
-339
ALRS icon
2486
Alerus Financial
ALRS
$593M
$16.7K ﹤0.01%
754
+181
ELPC icon
2487
Copel
ELPC
$7.39B
$16.7K ﹤0.01%
1,860
+34
IMDX
2488
Insight Molecular Diagnostics
IMDX
$147M
$16.6K ﹤0.01%
5,000
ENOV icon
2489
Enovis
ENOV
$1.51B
$16.6K ﹤0.01%
547
-724
GAIN icon
2490
Gladstone Investment Corp
GAIN
$552M
$16.6K ﹤0.01%
1,200
COLD icon
2491
Americold
COLD
$3.67B
$16.5K ﹤0.01%
1,349
-875
CBL
2492
CBL Properties
CBL
$1.15B
$16.5K ﹤0.01%
540
+205
GRND icon
2493
Grindr
GRND
$2.42B
$16.5K ﹤0.01%
1,097
-382
SHLS icon
2494
Shoals Technologies Group
SHLS
$1.48B
$16.4K ﹤0.01%
2,220
-320
ODD icon
2495
ODDITY Tech
ODD
$2.44B
$16.4K ﹤0.01%
264
+154
VC icon
2496
Visteon
VC
$2.8B
$16.4K ﹤0.01%
137
+20
VUSE icon
2497
Vident US Equity Strategy ETF
VUSE
$645M
$16.4K ﹤0.01%
247
BLND icon
2498
Blend Labs
BLND
$795M
$16.4K ﹤0.01%
4,494
-1,436
AAP icon
2499
Advance Auto Parts
AAP
$2.74B
$16.4K ﹤0.01%
267
-6
TX icon
2500
Ternium
TX
$7.44B
$16.4K ﹤0.01%
472
-13