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
CPS icon
3301
Cooper-Standard Automotive
CPS
$600M
$3.47K ﹤0.01%
94
SRI icon
3302
Stoneridge
SRI
$168M
$3.46K ﹤0.01%
454
-599
PKST
3303
Peakstone Realty Trust
PKST
$525M
$3.44K ﹤0.01%
262
-36
RRGB icon
3304
Red Robin
RRGB
$71.7M
$3.43K ﹤0.01%
500
RAPP
3305
Rapport Therapeutics
RAPP
$1.37B
$3.42K ﹤0.01%
115
+30
CTOS icon
3306
Custom Truck One Source
CTOS
$1.36B
$3.4K ﹤0.01%
530
RXST icon
3307
RxSight
RXST
$518M
$3.4K ﹤0.01%
378
+321
ZIP icon
3308
ZipRecruiter
ZIP
$402M
$3.4K ﹤0.01%
805
-1,437
ATKR icon
3309
Atkore
ATKR
$2.15B
$3.39K ﹤0.01%
54
-187
SLDP icon
3310
Solid Power
SLDP
$825M
$3.38K ﹤0.01%
975
-67
ACEL icon
3311
Accel Entertainment
ACEL
$917M
$3.38K ﹤0.01%
305
-55
MRVI icon
3312
Maravai LifeSciences
MRVI
$502M
$3.37K ﹤0.01%
1,174
+321
SFIX icon
3313
Stitch Fix
SFIX
$702M
$3.36K ﹤0.01%
772
+352
STRW icon
3314
Strawberry Fields REIT
STRW
$175M
$3.36K ﹤0.01%
+273
FRST icon
3315
Primis Financial Corp
FRST
$329M
$3.35K ﹤0.01%
319
-965
BFOR icon
3316
Barron's 400 ETF
BFOR
$184M
$3.35K ﹤0.01%
41
-87
SDGR icon
3317
Schrodinger
SDGR
$1.28B
$3.35K ﹤0.01%
167
-52
CRON
3318
Cronos Group
CRON
$1.16B
$3.35K ﹤0.01%
1,204
-86
RBB icon
3319
RBB Bancorp
RBB
$379M
$3.34K ﹤0.01%
178
+58
BSRR icon
3320
Sierra Bancorp
BSRR
$458M
$3.32K ﹤0.01%
115
+27
EWU icon
3321
iShares MSCI United Kingdom ETF
EWU
$2.74B
$3.32K ﹤0.01%
79
QLD icon
3322
ProShares Ultra QQQ
QLD
$10.2B
$3.29K ﹤0.01%
48
TURB
3323
Turbo Energy
TURB
$9.36M
$3.29K ﹤0.01%
+611
YQ
3324
17 Education & Technology Group
YQ
$36.6M
$3.29K ﹤0.01%
769
+82
SLDB icon
3325
Solid Biosciences
SLDB
$419M
$3.29K ﹤0.01%
533