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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
RWR icon
2851
State Street SPDR Dow Jones REIT ETF
RWR
$1.79B
$11.1K ﹤0.01%
110
BLMN icon
2852
Bloomin' Brands
BLMN
$690M
$11.1K ﹤0.01%
2,052
+1,949
USO icon
2853
United States Oil Fund
USO
$1.71B
$11.1K ﹤0.01%
87
CPRX icon
2854
Catalyst Pharmaceutical
CPRX
$3.84B
$11.1K ﹤0.01%
447
+192
KOS icon
2855
Kosmos Energy
KOS
$1.45B
$11.1K ﹤0.01%
+3,980
GRND icon
2856
Grindr
GRND
$2.37B
$11K ﹤0.01%
912
+536
HRI icon
2857
Herc Holdings
HRI
$5.18B
$11K ﹤0.01%
110
-48
CRNC icon
2858
Cerence
CRNC
$487M
$10.9K ﹤0.01%
1,733
+1,584
HTZ icon
2859
Hertz
HTZ
$1.59B
$10.9K ﹤0.01%
2,370
-9,727
CSAN icon
2860
Cosan
CSAN
$2.62B
$10.9K ﹤0.01%
2,651
+970
OFIX icon
2861
Orthofix Medical
OFIX
$382M
$10.9K ﹤0.01%
952
-123
ITIC
2862
Investors Title Co
ITIC
$488M
$10.9K ﹤0.01%
50
-1
DTH icon
2863
WisdomTree International High Dividend Fund
DTH
$681M
$10.8K ﹤0.01%
200
SEM icon
2864
Select Medical
SEM
$2.05B
$10.8K ﹤0.01%
664
-188
EZPW icon
2865
Ezcorp Inc
EZPW
$1.95B
$10.8K ﹤0.01%
425
+304
CLB icon
2866
Core Laboratories
CLB
$539M
$10.8K ﹤0.01%
642
-251
VNDA icon
2867
Vanda Pharmaceuticals
VNDA
$349M
$10.8K ﹤0.01%
1,560
+516
GDEN
2868
DELISTED
Golden Entertainment
GDEN
$10.8K ﹤0.01%
403
UDMY
2869
DELISTED
Udemy
UDMY
$10.8K ﹤0.01%
2,328
+2,024
QLD icon
2870
ProShares Ultra QQQ
QLD
$14.4B
$10.8K ﹤0.01%
176
+24
URGN icon
2871
UroGen Pharma
URGN
$1.64B
$10.7K ﹤0.01%
596
+12
FIGS icon
2872
FIGS
FIGS
$2.06B
$10.7K ﹤0.01%
723
+19
ACVA icon
2873
ACV Auctions
ACVA
$1.13B
$10.7K ﹤0.01%
2,517
+89
UUP icon
2874
Invesco DB US Dollar Index Bullish Fund
UUP
$358M
$10.7K ﹤0.01%
384
-7,479
CTRN icon
2875
Citi Trends
CTRN
$505M
$10.6K ﹤0.01%
245
+68