We are live on ! Find out more
EWA

EverSource Wealth Advisors Portfolio holdings

AUM $3.27B
1-Year Est. Return 23.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.27B
AUM Growth
+$559M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,536
New
Increased
Reduced
Closed

Sector Composition

1 Technology 11.37%
2 Financials 6.3%
3 Consumer Discretionary 4.55%
4 Industrials 3.62%
5 Healthcare 2.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
BB icon
3301
BlackBerry
BB
$4.91B
$4.54K ﹤0.01%
1,401
+487
IRON icon
3302
Disc Medicine
IRON
$2.7B
$4.54K ﹤0.01%
71
+4
AIRS icon
3303
AirSculpt Technologies
AIRS
$348M
$4.53K ﹤0.01%
1,601
+905
IDYA icon
3304
IDEAYA Biosciences
IDYA
$2.95B
$4.53K ﹤0.01%
136
-140
INBK icon
3305
First Internet Bancorp
INBK
$225M
$4.52K ﹤0.01%
222
+38
IPI icon
3306
Intrepid Potash
IPI
$463M
$4.49K ﹤0.01%
105
-73
AIOT
3307
PowerFleet Inc
AIOT
$534M
$4.48K ﹤0.01%
1,455
+859
XENE icon
3308
Xenon Pharmaceuticals
XENE
$5.11B
$4.48K ﹤0.01%
77
-135
HLIT icon
3309
Harmonic Inc
HLIT
$1.64B
$4.47K ﹤0.01%
498
-658
CAL icon
3310
Caleres
CAL
$441M
$4.47K ﹤0.01%
424
+118
BTBT icon
3311
Bit Digital
BTBT
$758M
$4.46K ﹤0.01%
+3,404
IMXI icon
3312
International Money Express
IMXI
$431M
$4.44K ﹤0.01%
281
+226
HOV icon
3313
Hovnanian Enterprises
HOV
$772M
$4.44K ﹤0.01%
40
+2
LPRO icon
3314
Open Lending Corp
LPRO
$368M
$4.43K ﹤0.01%
3,547
-84
SVV icon
3315
Savers
SVV
$1.56B
$4.43K ﹤0.01%
596
+185
APPS icon
3316
Digital Turbine
APPS
$1.04B
$4.43K ﹤0.01%
1,537
-541
LQDT icon
3317
Liquidity Services
LQDT
$1.18B
$4.4K ﹤0.01%
144
-1
RDW icon
3318
Redwire
RDW
$2.85B
$4.4K ﹤0.01%
517
+506
NOBL icon
3319
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.3B
$4.39K ﹤0.01%
+82
NEO icon
3320
NeoGenomics
NEO
$1.45B
$4.39K ﹤0.01%
592
+266
LION icon
3321
Lionsgate Studios
LION
$4.5B
$4.36K ﹤0.01%
455
+68
DIVZ icon
3322
Polen Dividend Income ETF
DIVZ
$262M
$4.36K ﹤0.01%
117
ABSI icon
3323
Absci
ABSI
$1.16B
$4.35K ﹤0.01%
1,449
+1,245
LAND
3324
Gladstone Land Corp
LAND
$374M
$4.33K ﹤0.01%
424
+213
FLNA
3325
Filana Therapeutics
FLNA
$58.9M
$4.32K ﹤0.01%
2,559
-551