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
PLPC icon
3226
Preformed Line Products
PLPC
$1.29B
$3.72K ﹤0.01%
18
-6
ANGO icon
3227
AngioDynamics
ANGO
$429M
$3.71K ﹤0.01%
289
+52
HOV icon
3228
Hovnanian Enterprises
HOV
$618M
$3.71K ﹤0.01%
38
-6
OABI icon
3229
OmniAb
OABI
$253M
$3.71K ﹤0.01%
2,003
+1,338
FMNB icon
3230
Farmers National Banc Corp
FMNB
$743M
$3.7K ﹤0.01%
278
-29
LIT icon
3231
Global X Lithium & Battery Tech ETF
LIT
$1.57B
$3.7K ﹤0.01%
57
NATR icon
3232
Nature's Sunshine
NATR
$415M
$3.69K ﹤0.01%
171
-15
RWT
3233
Redwood Trust
RWT
$669M
$3.69K ﹤0.01%
667
-448
BFST icon
3234
Business First Bancshares
BFST
$844M
$3.69K ﹤0.01%
141
-40
ATKR icon
3235
Atkore
ATKR
$1.89B
$3.67K ﹤0.01%
58
+4
VIOO icon
3236
Vanguard S&P Small-Cap 600 ETF
VIOO
$3.25B
$3.66K ﹤0.01%
33
BH icon
3237
Biglari Holdings Class B
BH
$964M
$3.66K ﹤0.01%
11
+2
SNBR icon
3238
Sleep Number
SNBR
$64.7M
$3.65K ﹤0.01%
432
-7
CNTB
3239
Connect Biopharma Holdings
CNTB
$154M
$3.63K ﹤0.01%
1,288
-294
GLDD icon
3240
Great Lakes Dredge & Dock
GLDD
$1.13B
$3.62K ﹤0.01%
276
-50
MEM icon
3241
Matthews Emerging Markets Equity Active ETF
MEM
$47.4M
$3.62K ﹤0.01%
101
PRCH icon
3242
Porch Group
PRCH
$754M
$3.62K ﹤0.01%
396
+115
ESRT icon
3243
Empire State Realty Trust
ESRT
$870M
$3.61K ﹤0.01%
554
-658
BKV
3244
BKV Corp
BKV
$3.18B
$3.61K ﹤0.01%
133
SMBC icon
3245
Southern Missouri Bancorp
SMBC
$685M
$3.61K ﹤0.01%
61
+53
CYH icon
3246
Community Health Systems
CYH
$401M
$3.59K ﹤0.01%
1,151
+701
NUHY icon
3247
Nuveen ESG High Yield Corporate Bond ETF
NUHY
$108M
$3.58K ﹤0.01%
166
ZLAB icon
3248
Zai Lab
ZLAB
$2B
$3.58K ﹤0.01%
203
+27
HPK icon
3249
HighPeak Energy
HPK
$863M
$3.58K ﹤0.01%
755
-40
AMSC icon
3250
American Superconductor
AMSC
$1.37B
$3.57K ﹤0.01%
124
-73
128 129
130
131 132