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
MLYS icon
3076
Mineralys Therapeutics
MLYS
$1.98B
$5.59K ﹤0.01%
154
+2
AVDL
3077
DELISTED
Avadel Pharmaceuticals
AVDL
$5.58K ﹤0.01%
259
+208
KBWY icon
3078
Invesco KBW Premium Yield Equity REIT ETF
KBWY
$252M
$5.56K ﹤0.01%
360
ZIP icon
3079
ZipRecruiter
ZIP
$181M
$5.51K ﹤0.01%
1,413
+608
NEXT icon
3080
NextDecade
NEXT
$1.94B
$5.5K ﹤0.01%
1,044
-209
ICF icon
3081
iShares Select U.S. REIT ETF
ICF
$1.93B
$5.49K ﹤0.01%
92
-203
APEI icon
3082
American Public Education
APEI
$991M
$5.48K ﹤0.01%
145
STGW icon
3083
Stagwell
STGW
$1.54B
$5.44K ﹤0.01%
1,113
+911
RDNT icon
3084
RadNet
RDNT
$4.77B
$5.42K ﹤0.01%
76
+30
SES icon
3085
SES AI
SES
$385M
$5.42K ﹤0.01%
3,013
-690
VERX icon
3086
Vertex
VERX
$2.06B
$5.39K ﹤0.01%
270
+60
PAA icon
3087
Plains All American Pipeline
PAA
$15.3B
$5.39K ﹤0.01%
300
INGM
3088
Ingram Micro Holding
INGM
$5.2B
$5.38K ﹤0.01%
252
+213
CNXN icon
3089
PC Connection
CNXN
$1.42B
$5.37K ﹤0.01%
93
-371
AUGO
3090
Aura Minerals Inc
AUGO
$5.1B
$5.34K ﹤0.01%
106
+90
ABM icon
3091
ABM Industries
ABM
$2.19B
$5.33K ﹤0.01%
126
-165
IRON icon
3092
Disc Medicine
IRON
$2.22B
$5.32K ﹤0.01%
67
-8
ATMU icon
3093
Atmus Filtration Technologies
ATMU
$4.54B
$5.29K ﹤0.01%
102
-340
HROW icon
3094
Harrow
HROW
$1.24B
$5.24K ﹤0.01%
107
-37
BXC icon
3095
BlueLinx
BXC
$357M
$5.22K ﹤0.01%
85
+42
BCAX
3096
Bicara Therapeutics
BCAX
$1.19B
$5.2K ﹤0.01%
309
-60
CHEF icon
3097
Chefs' Warehouse
CHEF
$2.36B
$5.17K ﹤0.01%
83
-337
MVBF icon
3098
MVB Financial
MVBF
$314M
$5.17K ﹤0.01%
200
+138
KAI icon
3099
Kadant
KAI
$3.49B
$5.13K ﹤0.01%
18
+5
CRNX icon
3100
Crinetics Pharmaceuticals
CRNX
$3.72B
$5.12K ﹤0.01%
110
+43
122 123
124
125 126