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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
CMDB
3426
Costamare Bulkers Holdings
CMDB
$410M
$3.45K ﹤0.01%
223
+96
BKSY icon
3427
BlackSky Technology
BKSY
$1.08B
$3.45K ﹤0.01%
137
+72
BFOR icon
3428
Barron's 400 ETF
BFOR
$221M
$3.45K ﹤0.01%
42
RPD icon
3429
Rapid7
RPD
$450M
$3.44K ﹤0.01%
625
+87
EVEX icon
3430
Eve Holding
EVEX
$986M
$3.44K ﹤0.01%
1,386
+612
TSSI
3431
TSS Inc
TSSI
$381M
$3.43K ﹤0.01%
+264
BLDP
3432
Ballard Power Systems
BLDP
$1.32B
$3.43K ﹤0.01%
1,418
+476
GDYN icon
3433
Grid Dynamics Holdings
GDYN
$473M
$3.41K ﹤0.01%
+598
RHLD
3434
Resolute Holdings Management
RHLD
$1.06B
$3.41K ﹤0.01%
21
+1
TFIN icon
3435
Triumph Financial Inc
TFIN
$1.72B
$3.4K ﹤0.01%
57
-201
VTMX icon
3436
Vesta Real Estate
VTMX
$3.14B
$3.4K ﹤0.01%
102
AVNW icon
3437
Aviat Networks
AVNW
$259M
$3.39K ﹤0.01%
150
+17
JBS
3438
JBS N.V.
JBS
$39.2B
$3.38K ﹤0.01%
188
+30
TTAM
3439
Titan America SA
TTAM
$3.39B
$3.37K ﹤0.01%
225
+30
IVA
3440
Inventiva
IVA
$843M
$3.35K ﹤0.01%
+604
CLMT icon
3441
Calumet Specialty Products
CLMT
$2.84B
$3.34K ﹤0.01%
93
+11
MOV icon
3442
Movado Group
MOV
$855M
$3.32K ﹤0.01%
136
+39
VGK icon
3443
Vanguard FTSE Europe ETF
VGK
$29.9B
$3.31K ﹤0.01%
40
+17
RC
3444
Ready Capital
RC
$289M
$3.31K ﹤0.01%
2,039
+1,623
RGEN icon
3445
Repligen
RGEN
$7.45B
$3.3K ﹤0.01%
28
+2
GNK icon
3446
Genco Shipping & Trading
GNK
$1.03B
$3.29K ﹤0.01%
146
-29
UFPT icon
3447
UFP Technologies
UFPT
$1.85B
$3.29K ﹤0.01%
17
-1
SVC
3448
Service Properties Trust
SVC
$1.09B
$3.27K ﹤0.01%
2,417
+2,003
ANNX icon
3449
Annexon
ANNX
$803M
$3.27K ﹤0.01%
591
+52
SHAK icon
3450
Shake Shack
SHAK
$2.38B
$3.27K ﹤0.01%
37
+26