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EWA

EverSource Wealth Advisors Portfolio holdings

AUM $3.27B
1-Year Est. Return 23.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.27B
AUM Growth
+$559M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,536
New
Increased
Reduced
Closed

Sector Composition

1 Technology 11.37%
2 Financials 6.3%
3 Consumer Discretionary 4.55%
4 Industrials 3.62%
5 Healthcare 2.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
EC icon
2801
Ecopetrol
EC
$34.1B
$12.2K ﹤0.01%
814
-920
FLYW icon
2802
Flywire
FLYW
$1.96B
$12.2K ﹤0.01%
1,046
-138
CRSR icon
2803
Corsair Gaming
CRSR
$957M
$12.2K ﹤0.01%
2,191
+1,797
FSBW icon
2804
FS Bancorp
FSBW
$309M
$12.1K ﹤0.01%
314
+1
LADR
2805
Ladder Capital
LADR
$1.3B
$12.1K ﹤0.01%
1,240
-299
DFAI icon
2806
Dimensional International Core Equity Market ETF
DFAI
$16.6B
$12.1K ﹤0.01%
311
+181
VSXY
2807
Victoria's Secret
VSXY
$6.52B
$12.1K ﹤0.01%
261
+85
URBN icon
2808
Urban Outfitters
URBN
$6.54B
$12.1K ﹤0.01%
191
-24
CNNE icon
2809
Cannae Holdings
CNNE
$601M
$12.1K ﹤0.01%
1,062
+442
ENIC icon
2810
Enel Chile
ENIC
$6.32B
$12.1K ﹤0.01%
3,061
+1,889
KNTK icon
2811
Kinetik
KNTK
$3.42B
$12.1K ﹤0.01%
249
+141
APPN icon
2812
Appian
APPN
$1.54B
$12.1K ﹤0.01%
500
-643
PLUG icon
2813
Plug Power
PLUG
$3.98B
$12K ﹤0.01%
5,313
+3,135
MBSD icon
2814
FlexShares Disciplined Duration MBS Index Fund
MBSD
$93.8M
$12K ﹤0.01%
579
SPB icon
2815
Spectrum Brands
SPB
$1.95B
$11.9K ﹤0.01%
162
+26
BGS icon
2816
B&G Foods
BGS
$316M
$11.9K ﹤0.01%
2,476
-153
IMVT icon
2817
Immunovant
IMVT
$7.26B
$11.9K ﹤0.01%
479
+192
CLF icon
2818
Cleveland-Cliffs
CLF
$7B
$11.9K ﹤0.01%
1,407
+148
HRMY icon
2819
Harmony Biosciences
HRMY
$1.93B
$11.8K ﹤0.01%
422
-330
PUMP icon
2820
ProPetro Holding
PUMP
$1.81B
$11.8K ﹤0.01%
819
+20
RIOT icon
2821
Riot Platforms
RIOT
$10.6B
$11.8K ﹤0.01%
952
+401
XSD icon
2822
State Street SPDR S&P Semiconductor ETF
XSD
$3.6B
$11.7K ﹤0.01%
36
-5
SGHC icon
2823
SGHC Ltd
SGHC
$6.77B
$11.7K ﹤0.01%
1,087
-661
MAX icon
2824
MediaAlpha
MAX
$548M
$11.7K ﹤0.01%
1,261
-784
UDEC
2825
Innovator US Equity Ultra Buffer ETF December
UDEC
$303M
$11.7K ﹤0.01%
300