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
FIVN icon
3251
FIVE9
FIVN
$1.65B
$3.94K ﹤0.01%
163
+112
SHEN icon
3252
Shenandoah Telecom
SHEN
$641M
$3.92K ﹤0.01%
292
PHLT
3253
DELISTED
Performant Healthcare Inc
PHLT
$3.92K ﹤0.01%
507
+2
ZNTL icon
3254
Zentalis Pharmaceuticals
ZNTL
$96.8M
$3.92K ﹤0.01%
2,593
+243
ILPT
3255
Industrial Logistics Properties Trust
ILPT
$366M
$3.91K ﹤0.01%
671
GLDD icon
3256
Great Lakes Dredge & Dock
GLDD
$903M
$3.91K ﹤0.01%
326
+13
KAI icon
3257
Kadant
KAI
$3.45B
$3.87K ﹤0.01%
13
+4
MAZE
3258
Maze Therapeutics
MAZE
$1.85B
$3.86K ﹤0.01%
149
+35
AEBI
3259
Aebi Schmidt Holding AG
AEBI
$1.03B
$3.85K ﹤0.01%
+309
HSAI
3260
Hesai Group
HSAI
$3.34B
$3.85K ﹤0.01%
+137
IPX
3261
IperionX
IPX
$1.05B
$3.85K ﹤0.01%
78
-14
TNA icon
3262
Direxion Daily Small Cap Bull 3x Shares
TNA
$1.76B
$3.82K ﹤0.01%
84
BAK icon
3263
Braskem
BAK
$1.08B
$3.81K ﹤0.01%
1,576
+1,500
EZET
3264
Franklin Ethereum ETF
EZET
$36.3M
$3.81K ﹤0.01%
121
JANX icon
3265
Janux Therapeutics
JANX
$848M
$3.81K ﹤0.01%
156
+16
KROS icon
3266
Keros Therapeutics
KROS
$635M
$3.8K ﹤0.01%
240
+190
ADCT icon
3267
ADC Therapeutics
ADCT
$455M
$3.79K ﹤0.01%
947
+83
RPD icon
3268
Rapid7
RPD
$1.02B
$3.77K ﹤0.01%
201
+175
MTSR
3269
DELISTED
Metsera Inc
MTSR
$3.77K ﹤0.01%
72
+21
ALIT icon
3270
Alight
ALIT
$1.11B
$3.77K ﹤0.01%
1,155
-4,046
FSUN
3271
FirstSun Capital Bancorp
FSUN
$1.08B
$3.76K ﹤0.01%
+97
VSTM icon
3272
Verastem
VSTM
$600M
$3.76K ﹤0.01%
426
-24
UVE icon
3273
Universal Insurance Holdings
UVE
$926M
$3.76K ﹤0.01%
143
-238
PLYM
3274
Plymouth Industrial REIT
PLYM
$973M
$3.76K ﹤0.01%
168
+44
IART icon
3275
Integra LifeSciences
IART
$1.02B
$3.73K ﹤0.01%
260
+139