EWA

EverSource Wealth Advisors Portfolio holdings

AUM $2.53B
1-Year Est. Return 23.79%
This Quarter Est. Return
1 Year Est. Return
+23.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.53B
AUM Growth
+$314M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,514
New
Increased
Reduced
Closed

Top Sells

1 +$6.15M
2 +$3.3M
3 +$2.99M
4
PLTR icon
Palantir
PLTR
+$2.35M
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$2.31M

Sector Composition

1 Technology 12.86%
2 Financials 7.68%
3 Consumer Discretionary 5.5%
4 Industrials 3.52%
5 Communication Services 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
HVT icon
3151
Haverty Furniture Companies
HVT
$408M
$4.89K ﹤0.01%
223
-2
DNA icon
3152
Ginkgo Bioworks
DNA
$499M
$4.87K ﹤0.01%
334
+4
FLGT icon
3153
Fulgent Genetics
FLGT
$867M
$4.86K ﹤0.01%
215
-5
LXEO icon
3154
Lexeo Therapeutics
LXEO
$727M
$4.85K ﹤0.01%
731
+74
SHYG icon
3155
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.89B
$4.85K ﹤0.01%
+112
DIN icon
3156
Dine Brands
DIN
$498M
$4.84K ﹤0.01%
196
-223
BOCT icon
3157
Innovator US Equity Buffer ETF October
BOCT
$304M
$4.84K ﹤0.01%
100
UMH
3158
UMH Properties
UMH
$1.38B
$4.83K ﹤0.01%
325
-171
BJRI icon
3159
BJ's Restaurants
BJRI
$872M
$4.82K ﹤0.01%
158
-26
MITK icon
3160
Mitek Systems
MITK
$484M
$4.78K ﹤0.01%
489
+217
GNE icon
3161
Genie Energy
GNE
$382M
$4.77K ﹤0.01%
319
-551
IRMD icon
3162
iRadimed
IRMD
$1.23B
$4.77K ﹤0.01%
67
-10
URA icon
3163
Global X Uranium ETF
URA
$5.15B
$4.77K ﹤0.01%
100
EZPW icon
3164
Ezcorp Inc
EZPW
$1.19B
$4.76K ﹤0.01%
250
-5
LCID icon
3165
Lucid Motors
LCID
$3.71B
$4.76K ﹤0.01%
200
-214
LSPD icon
3166
Lightspeed Commerce
LSPD
$1.64B
$4.76K ﹤0.01%
412
-33
RDVT icon
3167
Red Violet
RDVT
$787M
$4.75K ﹤0.01%
91
CPRX icon
3168
Catalyst Pharmaceutical
CPRX
$2.91B
$4.75K ﹤0.01%
241
-808
IONR
3169
Ioneer
IONR
$283M
$4.74K ﹤0.01%
1,061
+859
SEMR icon
3170
Semrush
SEMR
$1.77B
$4.73K ﹤0.01%
668
+89
TWST icon
3171
Twist Bioscience
TWST
$1.95B
$4.73K ﹤0.01%
168
-241
VECO icon
3172
Veeco
VECO
$1.75B
$4.72K ﹤0.01%
155
-26
DFAI icon
3173
Dimensional International Core Equity Market ETF
DFAI
$12.6B
$4.72K ﹤0.01%
130
+1
PRCH icon
3174
Porch Group
PRCH
$948M
$4.71K ﹤0.01%
281
+35
SD icon
3175
SandRidge Energy
SD
$514M
$4.71K ﹤0.01%
418
+69