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
QD
3426
Qudian
QD
$629M
$2.6K ﹤0.01%
610
OS
3427
OneStream Inc
OS
$3.19B
$2.6K ﹤0.01%
+141
TSLL icon
3428
Direxion Daily TSLA Bull 2X Shares
TSLL
$7.39B
$2.6K ﹤0.01%
123
CPRI icon
3429
Capri Holdings
CPRI
$3.09B
$2.59K ﹤0.01%
130
+54
BORR
3430
Borr Drilling
BORR
$1.22B
$2.58K ﹤0.01%
960
-9
DTEC icon
3431
ALPS Disruptive Technologies ETF
DTEC
$83.2M
$2.58K ﹤0.01%
50
INDI icon
3432
indie Semiconductor
INDI
$833M
$2.58K ﹤0.01%
634
NUMG icon
3433
Nuveen ESG Mid-Cap Growth ETF
NUMG
$395M
$2.58K ﹤0.01%
53
NWGL
3434
Nature Wood Group
NWGL
$19.9M
$2.58K ﹤0.01%
+1,866
FORR icon
3435
Forrester Research
FORR
$136M
$2.56K ﹤0.01%
242
-721
OCFT
3436
DELISTED
OneConnect Financial Technology
OCFT
$2.56K ﹤0.01%
338
+30
GSBD icon
3437
Goldman Sachs BDC
GSBD
$1.12B
$2.54K ﹤0.01%
250
PBPB
3438
DELISTED
Potbelly
PBPB
$2.54K ﹤0.01%
149
+59
FFWM icon
3439
First Foundation Inc
FFWM
$509M
$2.54K ﹤0.01%
455
-362
CTLP icon
3440
Cantaloupe
CTLP
$780M
$2.53K ﹤0.01%
239
DNUT icon
3441
Krispy Kreme
DNUT
$764M
$2.51K ﹤0.01%
649
+383
JULH icon
3442
Innovator Premium Income 20 Barrier ETF July
JULH
$19M
$2.5K ﹤0.01%
100
CMTG icon
3443
Claros Mortgage Trust
CMTG
$488M
$2.5K ﹤0.01%
752
-2,151
FSTA icon
3444
Fidelity MSCI Consumer Staples Index ETF
FSTA
$1.34B
$2.49K ﹤0.01%
50
AGIO icon
3445
Agios Pharmaceuticals
AGIO
$1.57B
$2.49K ﹤0.01%
62
TBLA icon
3446
Taboola.com
TBLA
$1.12B
$2.48K ﹤0.01%
728
-110
BB icon
3447
BlackBerry
BB
$2.51B
$2.47K ﹤0.01%
507
HPP
3448
Hudson Pacific Properties
HPP
$654M
$2.46K ﹤0.01%
891
+674
HEPS
3449
D-Market Electronic Services & Trading
HEPS
$776M
$2.45K ﹤0.01%
912
-248
RH icon
3450
RH
RH
$3.07B
$2.44K ﹤0.01%
12