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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
AUGO
2901
Aura Minerals Inc
AUGO
$5.31B
$10.2K ﹤0.01%
125
+19
LTC
2902
LTC Properties
LTC
$1.86B
$10.2K ﹤0.01%
274
+16
UTI icon
2903
Universal Technical Institute
UTI
$2.22B
$10.2K ﹤0.01%
282
-61
RXO icon
2904
RXO
RXO
$4.19B
$10.2K ﹤0.01%
696
+325
ENPH icon
2905
Enphase Energy
ENPH
$6.89B
$10.2K ﹤0.01%
269
+72
PTON icon
2906
Peloton Interactive
PTON
$2.5B
$10.2K ﹤0.01%
2,368
+1,268
VITL icon
2907
Vital Farms
VITL
$446M
$10.2K ﹤0.01%
719
+270
GOVI icon
2908
Invesco Equal Weight 0-30 Year Treasury ETF
GOVI
$1.2B
$10.1K ﹤0.01%
+372
TNC icon
2909
Tennant Co
TNC
$1.55B
$10.1K ﹤0.01%
152
+56
SLNO
2910
DELISTED
Soleno Therapeutics
SLNO
$10.1K ﹤0.01%
301
+192
AI icon
2911
C3.ai
AI
$1.5B
$10.1K ﹤0.01%
1,195
+909
VSH icon
2912
Vishay Intertechnology
VSH
$8.83B
$10K ﹤0.01%
558
+239
CWCO icon
2913
Consolidated Water Co
CWCO
$478M
$10K ﹤0.01%
303
+9
LMND icon
2914
Lemonade
LMND
$4.52B
$10K ﹤0.01%
160
+24
UVE icon
2915
Universal Insurance Holdings
UVE
$1.06B
$9.97K ﹤0.01%
292
+32
LND
2916
BrasilAgro
LND
$356M
$9.94K ﹤0.01%
2,349
-1,821
BFS
2917
Saul Centers
BFS
$884M
$9.9K ﹤0.01%
304
WNC icon
2918
Wabash National
WNC
$462M
$9.9K ﹤0.01%
1,148
-38
AMPL icon
2919
Amplitude
AMPL
$866M
$9.88K ﹤0.01%
1,448
-491
COHU icon
2920
Cohu
COHU
$3.27B
$9.86K ﹤0.01%
322
-153
LZ icon
2921
LegalZoom.com
LZ
$944M
$9.84K ﹤0.01%
1,736
-3,443
ARCB icon
2922
ArcBest
ARCB
$3.22B
$9.84K ﹤0.01%
100
-27
GOLD
2923
Gold.com Inc
GOLD
$1.23B
$9.82K ﹤0.01%
245
+37
BBW icon
2924
Build-A-Bear
BBW
$406M
$9.78K ﹤0.01%
261
-51
SANA icon
2925
Sana Biotechnology
SANA
$877M
$9.75K ﹤0.01%
3,385
-17