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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
EWX icon
3501
State Street SPDR S&P Emerging Markets Small Cap ETF
EWX
$754M
$2.84K ﹤0.01%
+43
SHOE
3502
Shoe Station Group, Inc. Common Stock
SHOE
$433M
$2.84K ﹤0.01%
182
+128
PSP icon
3503
Invesco Global Listed Private Equity ETF
PSP
$259M
$2.83K ﹤0.01%
+50
CBNK icon
3504
Capital Bancorp
CBNK
$542M
$2.82K ﹤0.01%
95
-8
IREN icon
3505
Iris Energy
IREN
$21.4B
$2.81K ﹤0.01%
82
-1
SBGI icon
3506
Sinclair Inc
SBGI
$987M
$2.81K ﹤0.01%
217
+14
MNR icon
3507
Mach Natural Resources
MNR
$2.08B
$2.8K ﹤0.01%
200
ELDN icon
3508
Eledon Pharmaceuticals
ELDN
$303M
$2.79K ﹤0.01%
906
+557
DMAY icon
3509
FT Vest US Equity Deep Buffer ETF May
DMAY
$362M
$2.79K ﹤0.01%
+62
ESTA icon
3510
Establishment Labs
ESTA
$2.5B
$2.78K ﹤0.01%
49
+3
LSPD icon
3511
Lightspeed Commerce
LSPD
$1.3B
$2.78K ﹤0.01%
310
-102
ONTF
3512
DELISTED
ON24
ONTF
$2.78K ﹤0.01%
343
+126
RUM icon
3513
Rumble
RUM
$2.03B
$2.76K ﹤0.01%
541
+130
AORT icon
3514
Artivion
AORT
$1.03B
$2.75K ﹤0.01%
75
+12
FNKO icon
3515
Funko
FNKO
$306M
$2.74K ﹤0.01%
870
+39
DBI icon
3516
Designer Brands
DBI
$321M
$2.73K ﹤0.01%
479
+172
NUEM icon
3517
Nuveen ESG Emerging Markets Equity ETF
NUEM
$402M
$2.72K ﹤0.01%
74
ETD icon
3518
Ethan Allen Interiors
ETD
$539M
$2.71K ﹤0.01%
122
-85
STAA icon
3519
STAAR Surgical
STAA
$1.45B
$2.71K ﹤0.01%
145
+22
OPRA
3520
Opera Ltd
OPRA
$1.66B
$2.71K ﹤0.01%
190
+187
TCPC icon
3521
BlackRock TCP Capital
TCPC
$286M
$2.71K ﹤0.01%
750
EVLV icon
3522
Evolv Technologies
EVLV
$1.02B
$2.7K ﹤0.01%
447
+340
TGS icon
3523
Transportadora de Gas del Sur
TGS
$4.76B
$2.7K ﹤0.01%
78
-8
PSC icon
3524
Principal Exchange-Traded Funds Principal US Small-Cap ETF
PSC
$2.23B
$2.69K ﹤0.01%
47
INDI icon
3525
indie Semiconductor
INDI
$898M
$2.69K ﹤0.01%
836
+202