EWA

EverSource Wealth Advisors Portfolio holdings

AUM $2.53B
1-Year Est. Return 23.79%
This Fund
S&P 500
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 12.85%
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
WD icon
2476
Walker & Dunlop
WD
$2.16B
$17K ﹤0.01%
203
+17
CTO
2477
CTO Realty Growth
CTO
$599M
$17K ﹤0.01%
1,041
-35
ICUI icon
2478
ICU Medical
ICUI
$3.76B
$16.9K ﹤0.01%
141
-111
CMCO icon
2479
Columbus McKinnon
CMCO
$638M
$16.9K ﹤0.01%
1,176
+432
SRDX
2480
DELISTED
Surmodics
SRDX
$16.8K ﹤0.01%
562
+4
GES
2481
DELISTED
Guess Inc
GES
$16.8K ﹤0.01%
1,004
-76
ALGM icon
2482
Allegro MicroSystems
ALGM
$7.58B
$16.8K ﹤0.01%
574
-214
CAC icon
2483
Camden National
CAC
$856M
$16.7K ﹤0.01%
434
-1
USLM icon
2484
United States Lime & Minerals
USLM
$3.19B
$16.7K ﹤0.01%
127
+8
CNK icon
2485
Cinemark Holdings
CNK
$3B
$16.7K ﹤0.01%
596
-339
ALRS icon
2486
Alerus Financial
ALRS
$655M
$16.7K ﹤0.01%
754
+181
ELPC icon
2487
Copel
ELPC
$7.61B
$16.7K ﹤0.01%
1,860
+34
IMDX
2488
Insight Molecular Diagnostics
IMDX
$207M
$16.6K ﹤0.01%
5,000
ENOV icon
2489
Enovis
ENOV
$1.28B
$16.6K ﹤0.01%
547
-724
GAIN icon
2490
Gladstone Investment Corp
GAIN
$555M
$16.6K ﹤0.01%
1,200
COLD icon
2491
Americold
COLD
$3.59B
$16.5K ﹤0.01%
1,349
-875
CBL
2492
CBL Properties
CBL
$1.11B
$16.5K ﹤0.01%
540
+205
GRND icon
2493
Grindr
GRND
$1.82B
$16.5K ﹤0.01%
1,097
-382
SHLS icon
2494
Shoals Technologies Group
SHLS
$1.68B
$16.4K ﹤0.01%
2,220
-320
ODD icon
2495
ODDITY Tech
ODD
$1.7B
$16.4K ﹤0.01%
264
+154
VC icon
2496
Visteon
VC
$2.7B
$16.4K ﹤0.01%
137
+20
VUSE icon
2497
Vident US Equity Strategy ETF
VUSE
$622M
$16.4K ﹤0.01%
247
BLND icon
2498
Blend Labs
BLND
$519M
$16.4K ﹤0.01%
4,494
-1,436
AAP icon
2499
Advance Auto Parts
AAP
$3.23B
$16.4K ﹤0.01%
267
-6
TX icon
2500
Ternium
TX
$8.6B
$16.4K ﹤0.01%
472
-13
98 99
100
101 102