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
$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 7.73%
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
$496M
$1.33K ﹤0.01%
105
FUBO icon
3627
FuboTV Inc
FUBO
$284M
$1.32K ﹤0.01%
44
-18
VABK icon
3628
Virginia National Bankshares
VABK
$229M
$1.32K ﹤0.01%
33
+4
PSNL icon
3629
Personalis
PSNL
$1.17B
$1.31K ﹤0.01%
165
CEPU
3630
Central Puerto
CEPU
$2.2B
$1.29K ﹤0.01%
74
MYFW icon
3631
First Western Financial
MYFW
$282M
$1.29K ﹤0.01%
48
+2
XPOF icon
3632
Xponential Fitness
XPOF
$223M
$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
$300M
$1.27K ﹤0.01%
514
ATRC icon
3635
AtriCure
ATRC
$1.38B
$1.27K ﹤0.01%
32
-29
AEVA
3636
Aeva Technologies
AEVA
$1.41B
$1.26K ﹤0.01%
95
HELO icon
3637
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
$4.12B
$1.26K ﹤0.01%
19
GAMB icon
3638
Gambling.com
GAMB
$82.1M
$1.26K ﹤0.01%
231
+230
PSQH icon
3639
PSQ Holdings
PSQH
$25.3M
$1.26K ﹤0.01%
1,224
+157
SLP icon
3640
Simulations Plus
SLP
$320M
$1.26K ﹤0.01%
69
+41
GO icon
3641
Grocery Outlet
GO
$823M
$1.24K ﹤0.01%
123
-604
RM icon
3642
Regional Management Corp
RM
$329M
$1.24K ﹤0.01%
32
SWKH
3643
DELISTED
SWK Holdings
SWKH
$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
$434M
$1.24K ﹤0.01%
588
+369
AMBR
3646
Amber International Holding Ltd
AMBR
$140M
$1.23K ﹤0.01%
713
+498
OXM icon
3647
Oxford Industries
OXM
$661M
$1.23K ﹤0.01%
36
-11
LLYVA icon
3648
Liberty Live Group Series A
LLYVA
$8.26B
$1.22K ﹤0.01%
15
+1
WLFC icon
3649
Willis Lease Finance
WLFC
$1.44B
$1.22K ﹤0.01%
9
-160
BKSY icon
3650
BlackSky Technology
BKSY
$1.3B
$1.22K ﹤0.01%
65
144 145
146
147 148