EWA

EverSource Wealth Advisors Portfolio holdings

AUM $2.71B
1-Year Est. Return 23.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.71B
AUM Growth
+$187M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,506
New
Increased
Reduced
Closed

Top Buys

1 +$17.8M
2 +$16.6M
3 +$11.4M
4
APO icon
Apollo Global Management
APO
+$8.93M
5
FENI icon
Fidelity Enhanced International ETF
FENI
+$7.4M

Sector Composition

1 Technology 12.23%
2 Financials 7.71%
3 Consumer Discretionary 5.31%
4 Industrials 3.51%
5 Communication Services 3.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
FSBC icon
3526
Five Star Bancorp
FSBC
$777M
$1.82K ﹤0.01%
51
+3
LE icon
3527
Lands' End
LE
$370M
$1.8K ﹤0.01%
124
PTLO icon
3528
Portillo's
PTLO
$396M
$1.8K ﹤0.01%
396
+285
AQST icon
3529
Aquestive Therapeutics
AQST
$486M
$1.8K ﹤0.01%
278
MITK icon
3530
Mitek Systems
MITK
$638M
$1.78K ﹤0.01%
169
-320
UDMY icon
3531
Udemy
UDMY
$676M
$1.78K ﹤0.01%
304
-1,071
SEPN
3532
Septerna Inc
SEPN
$1.09B
$1.76K ﹤0.01%
63
ADTN icon
3533
Adtran
ADTN
$924M
$1.74K ﹤0.01%
200
-352
FLXS icon
3534
Flexsteel Industries
FLXS
$232M
$1.74K ﹤0.01%
44
+40
CRBP icon
3535
Corbus Pharmaceuticals
CRBP
$151M
$1.73K ﹤0.01%
213
-15
CWBC
3536
Community West Bancshares
CWBC
$428M
$1.73K ﹤0.01%
77
+6
ONTF icon
3537
ON24
ONTF
$346M
$1.73K ﹤0.01%
217
-99
KMTS
3538
Kestra Medical Technologies
KMTS
$1.11B
$1.72K ﹤0.01%
65
SIM icon
3539
Grupo SIMEC
SIM
$1.72K ﹤0.01%
58
ACEL icon
3540
Accel Entertainment
ACEL
$891M
$1.71K ﹤0.01%
150
-155
AUDC icon
3541
AudioCodes
AUDC
$239M
$1.71K ﹤0.01%
196
-179
DOMO icon
3542
Domo
DOMO
$149M
$1.71K ﹤0.01%
203
+33
DNUT icon
3543
Krispy Kreme
DNUT
$601M
$1.7K ﹤0.01%
424
-225
MAMA icon
3544
Mama's Creations
MAMA
$578M
$1.7K ﹤0.01%
126
OCGN icon
3545
Ocugen
OCGN
$669M
$1.69K ﹤0.01%
1,250
SGHT icon
3546
Sight Sciences
SGHT
$187M
$1.68K ﹤0.01%
212
-15
BSVN icon
3547
Bank7 Corp
BSVN
$364M
$1.68K ﹤0.01%
41
+2
PKBK icon
3548
Parke Bancorp
PKBK
$325M
$1.68K ﹤0.01%
67
-3
VTEX icon
3549
VTEX
VTEX
$638M
$1.67K ﹤0.01%
445
+398
EVH icon
3550
Evolent Health
EVH
$288M
$1.67K ﹤0.01%
418
-989