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
ROAD icon
3201
Construction Partners
ROAD
$6.27B
$4.45K ﹤0.01%
35
ARIS
3202
DELISTED
Aris Water Solutions
ARIS
$4.44K ﹤0.01%
180
-98
FMNB icon
3203
Farmers National Banc Corp
FMNB
$544M
$4.42K ﹤0.01%
307
+45
INBK icon
3204
First Internet Bancorp
INBK
$197M
$4.42K ﹤0.01%
197
-1
IHRT icon
3205
iHeartMedia
IHRT
$668M
$4.41K ﹤0.01%
1,535
+108
ALMS
3206
Alumis Inc
ALMS
$1.17B
$4.41K ﹤0.01%
1,104
+716
EVCM icon
3207
EverCommerce
EVCM
$2.27B
$4.4K ﹤0.01%
395
-28
HLMN icon
3208
Hillman Solutions
HLMN
$1.8B
$4.4K ﹤0.01%
479
-101
TLS icon
3209
Telos
TLS
$376M
$4.39K ﹤0.01%
642
-46
WNEB icon
3210
Western New England Bancorp
WNEB
$275M
$4.38K ﹤0.01%
365
FOSL icon
3211
Fossil Group
FOSL
$198M
$4.35K ﹤0.01%
1,694
BV icon
3212
BrightView Holdings
BV
$1.21B
$4.33K ﹤0.01%
323
-346
ETNB
3213
DELISTED
89bio
ETNB
$4.32K ﹤0.01%
294
CNNE icon
3214
Cannae Holdings
CNNE
$834M
$4.32K ﹤0.01%
236
+213
CDNA icon
3215
CareDx
CDNA
$996M
$4.32K ﹤0.01%
297
-222
SEZL icon
3216
Sezzle
SEZL
$2.51B
$4.29K ﹤0.01%
54
+13
INN
3217
Summit Hotel Properties
INN
$560M
$4.29K ﹤0.01%
782
-24
ASIX icon
3218
AdvanSix
ASIX
$437M
$4.28K ﹤0.01%
221
+23
BFST icon
3219
Business First Bancshares
BFST
$835M
$4.27K ﹤0.01%
181
-1
KRRO icon
3220
Korro Bio
KRRO
$75.3M
$4.26K ﹤0.01%
89
+67
TNYA icon
3221
Tenaya Therapeutics
TNYA
$146M
$4.26K ﹤0.01%
2,629
-6,031
DIVZ icon
3222
Opal Dividend Income ETF
DIVZ
$211M
$4.26K ﹤0.01%
117
CANG
3223
Cango Inc
CANG
$457M
$4.23K ﹤0.01%
998
KUKE
3224
DELISTED
Kuke Music
KUKE
$4.23K ﹤0.01%
7,291
+974
SPHR icon
3225
Sphere Entertainment
SPHR
$3.19B
$4.22K ﹤0.01%
68
+33