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

Top Sells

1
+$8.36M
2
+$6.91M
3
+$5.91M
4
DIHP icon
Dimensional International High Profitability ETF
DIHP
+$3.55M
5
PPA icon
Invesco Aerospace & Defense ETF
PPA
+$2.71M

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
ACIC icon
3626
American Coastal Insurance
ACIC
$538M
$1.33K ﹤0.01%
105
FUBO icon
3627
FuboTV Inc
FUBO
$399M
$1.32K ﹤0.01%
525
-220
VABK icon
3628
Virginia National Bankshares
VABK
$206M
$1.32K ﹤0.01%
33
+4
PSNL icon
3629
Personalis
PSNL
$760M
$1.31K ﹤0.01%
165
CEPU
3630
Central Puerto
CEPU
$2.28B
$1.29K ﹤0.01%
74
MYFW icon
3631
First Western Financial
MYFW
$238M
$1.29K ﹤0.01%
48
+2
XPOF icon
3632
Xponential Fitness
XPOF
$212M
$1.28K ﹤0.01%
155
-36
FSFG
3633
DELISTED
First Savings Financial Group
FSFG
$1.27K ﹤0.01%
40
-4
IVVD icon
3634
Invivyd
IVVD
$390M
$1.27K ﹤0.01%
514
ATRC icon
3635
AtriCure
ATRC
$1.45B
$1.27K ﹤0.01%
32
-29
AEVA
3636
Aeva Technologies
AEVA
$848M
$1.26K ﹤0.01%
95
HELO icon
3637
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
$3.77B
$1.26K ﹤0.01%
19
PSQH icon
3638
PSQ Holdings
PSQH
$34.3M
$1.26K ﹤0.01%
1,224
+157
GAMB icon
3639
Gambling.com
GAMB
$137M
$1.26K ﹤0.01%
231
+230
SLP icon
3640
Simulations Plus
SLP
$235M
$1.26K ﹤0.01%
69
+41
GO icon
3641
Grocery Outlet
GO
$568M
$1.24K ﹤0.01%
123
-604
RM icon
3642
Regional Management Corp
RM
$295M
$1.24K ﹤0.01%
32
SWKH icon
3643
SWK Holdings
SWKH
$200M
$1.24K ﹤0.01%
72
+19
SFYX
3644
DELISTED
SoFi Next 500 ETF
SFYX
$1.24K ﹤0.01%
76
CLNE icon
3645
Clean Energy Fuels
CLNE
$465M
$1.24K ﹤0.01%
588
+369
AMBR
3646
Amber International Holding Ltd
AMBR
$212M
$1.23K ﹤0.01%
713
+498
OXM icon
3647
Oxford Industries
OXM
$509M
$1.23K ﹤0.01%
36
-11
LLYVA icon
3648
Liberty Live Group Series A
LLYVA
$8.05B
$1.22K ﹤0.01%
15
+1
WLFC icon
3649
Willis Lease Finance
WLFC
$1.16B
$1.22K ﹤0.01%
9
-160
BKSY icon
3650
BlackSky Technology
BKSY
$965M
$1.22K ﹤0.01%
65
144 145
146
147 148