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
REPX icon
3551
Riley Exploration Permian
REPX
$581M
$1.79K ﹤0.01%
66
-8
TITN icon
3552
Titan Machinery
TITN
$379M
$1.77K ﹤0.01%
106
-27
DSGN icon
3553
Design Therapeutics
DSGN
$522M
$1.77K ﹤0.01%
235
CARS icon
3554
Cars.com
CARS
$760M
$1.76K ﹤0.01%
144
-131
LE icon
3555
Lands' End
LE
$481M
$1.75K ﹤0.01%
124
ACDC icon
3556
ProFrac Holding
ACDC
$761M
$1.75K ﹤0.01%
472
-3,052
GCO icon
3557
Genesco
GCO
$261M
$1.74K ﹤0.01%
60
+1
SKYT icon
3558
SkyWater Technology
SKYT
$816M
$1.74K ﹤0.01%
93
MG icon
3559
Mistras Group
MG
$396M
$1.73K ﹤0.01%
176
-10
ELVN icon
3560
Enliven Therapeutics
ELVN
$1.02B
$1.72K ﹤0.01%
84
+21
ICG
3561
Intchains Group
ICG
$97.1M
$1.72K ﹤0.01%
+1,014
ARCT icon
3562
Arcturus Therapeutics
ARCT
$209M
$1.71K ﹤0.01%
93
BVS icon
3563
Bioventus
BVS
$503M
$1.69K ﹤0.01%
253
+24
FINX icon
3564
Global X FinTech ETF
FINX
$256M
$1.68K ﹤0.01%
50
CLVT icon
3565
Clarivate
CLVT
$2.33B
$1.67K ﹤0.01%
435
+310
CRMT icon
3566
America's Car Mart
CRMT
$205M
$1.67K ﹤0.01%
57
-214
NATH icon
3567
Nathan's Famous
NATH
$391M
$1.66K ﹤0.01%
15
-11
AMAL icon
3568
Amalgamated Financial
AMAL
$967M
$1.66K ﹤0.01%
61
-8
LAW icon
3569
CS Disco
LAW
$527M
$1.64K ﹤0.01%
254
+231
DAWN icon
3570
Day One Biopharmaceuticals
DAWN
$839M
$1.63K ﹤0.01%
231
-65
GRC icon
3571
Gorman-Rupp
GRC
$1.34B
$1.62K ﹤0.01%
35
+4
EWG icon
3572
iShares MSCI Germany ETF
EWG
$1.74B
$1.62K ﹤0.01%
39
CLB icon
3573
Core Laboratories
CLB
$776M
$1.62K ﹤0.01%
131
-800
IE icon
3574
Ivanhoe Electric
IE
$2.19B
$1.62K ﹤0.01%
129
SHCO icon
3575
Soho House & Co
SHCO
$1.75B
$1.61K ﹤0.01%
182
-3