EWA

EverSource Wealth Advisors Portfolio holdings

AUM $2.71B
1-Year Est. Return 23.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.71B
AUM Growth
+$187M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,506
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$16.6M
3
+$11.4M
4
APO icon
Apollo Global Management
APO
+$8.93M
5
FENI icon
Fidelity Enhanced International ETF
FENI
+$7.4M

Top Sells

1
+$8.36M
2
+$6.91M
3
+$5.91M
4
DIHP icon
Dimensional International High Profitability ETF
DIHP
+$3.55M
5
PPA icon
Invesco Aerospace & Defense ETF
PPA
+$2.71M

Sector Composition

1 Technology 12.23%
2 Financials 7.71%
3 Consumer Discretionary 5.31%
4 Industrials 3.51%
5 Communication Services 3.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ALG icon
2851
Alamo Group
ALG
$2.03B
$8.9K ﹤0.01%
53
-12
ERAS icon
2852
Erasca
ERAS
$4.51B
$8.89K ﹤0.01%
2,390
PSKY
2853
Paramount Skydance Corp
PSKY
$10.4B
$8.88K ﹤0.01%
663
+24
LTC
2854
LTC Properties
LTC
$1.79B
$8.87K ﹤0.01%
258
-440
PRGS icon
2855
Progress Software
PRGS
$1.31B
$8.85K ﹤0.01%
206
+56
TVTX icon
2856
Travere Therapeutics
TVTX
$2.56B
$8.83K ﹤0.01%
231
+117
UVE icon
2857
Universal Insurance Holdings
UVE
$954M
$8.79K ﹤0.01%
260
+117
TRFK icon
2858
Pacer Data and Digital Revolution ETF
TRFK
$451M
$8.77K ﹤0.01%
137
AKO.B icon
2859
Embotelladora Andina Series B
AKO.B
$4.31B
$8.73K ﹤0.01%
313
-265
RNAM
2860
DELISTED
Avidity Biosciences
RNAM
$8.73K ﹤0.01%
121
-19
CIO
2861
DELISTED
City Office REIT
CIO
$8.72K ﹤0.01%
1,248
-22
MKZR
2862
MacKenzie Realty Capital
MKZR
$7.3M
$8.72K ﹤0.01%
2,144
IYLD icon
2863
iShares Morningstar Multi-Asset Income ETF
IYLD
$126M
$8.7K ﹤0.01%
406
BBAR icon
2864
BBVA Argentina
BBAR
$2.87B
$8.69K ﹤0.01%
481
-1
LRGE icon
2865
ClearBridge Large Cap Growth Select ETF
LRGE
$413M
$8.64K ﹤0.01%
105
CLSK icon
2866
CleanSpark
CLSK
$2.58B
$8.63K ﹤0.01%
853
-344
GLOO
2867
Gloo Holdings Inc
GLOO
$437M
$8.63K ﹤0.01%
+1,517
ENLT icon
2868
Enlight Renewable Energy
ENLT
$10.4B
$8.59K ﹤0.01%
189
+76
GOOD
2869
Gladstone Commercial Corp
GOOD
$563M
$8.59K ﹤0.01%
805
-251
ARTNA icon
2870
Artesian Resources
ARTNA
$318M
$8.57K ﹤0.01%
+271
GLOB icon
2871
Globant
GLOB
$1.95B
$8.56K ﹤0.01%
131
+52
FMBH icon
2872
First Mid Bancshares
FMBH
$1.09B
$8.46K ﹤0.01%
217
+40
VREX icon
2873
Varex Imaging
VREX
$464M
$8.46K ﹤0.01%
726
-33
IMOS
2874
ChipMOS TECHNOLOGIES
IMOS
$1.34B
$8.44K ﹤0.01%
285
-96
FIZZ icon
2875
National Beverage
FIZZ
$3.24B
$8.42K ﹤0.01%
264
+69
113 114
115
116 117