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
BBCP icon
3651
Concrete Pumping Holdings
BBCP
$360M
$1.37K ﹤0.01%
194
-34
BRID icon
3652
Bridgford Foods
BRID
$73.4M
$1.37K ﹤0.01%
+172
INBX icon
3653
Inhibrx
INBX
$1.11B
$1.35K ﹤0.01%
40
+18
ENVX icon
3654
Enovix
ENVX
$1.7B
$1.34K ﹤0.01%
134
+62
VYGR icon
3655
Voyager Therapeutics
VYGR
$244M
$1.33K ﹤0.01%
285
+83
CSIQ icon
3656
Canadian Solar
CSIQ
$1.53B
$1.33K ﹤0.01%
102
-40
FRDM icon
3657
Freedom 100 Emerging Markets ETF
FRDM
$1.75B
$1.33K ﹤0.01%
30
MDBH icon
3658
MDB Capital Holdings
MDBH
$34.1M
$1.33K ﹤0.01%
+395
CLW icon
3659
Clearwater Paper
CLW
$287M
$1.33K ﹤0.01%
64
-135
MAMA icon
3660
Mama's Creations
MAMA
$542M
$1.32K ﹤0.01%
126
LLYVA icon
3661
Liberty Live Group Series A
LLYVA
$7.62B
$1.32K ﹤0.01%
14
IREN icon
3662
Iris Energy
IREN
$10.2B
$1.31K ﹤0.01%
+28
NNE
3663
Nano Nuclear Energy
NNE
$1.58B
$1.31K ﹤0.01%
+34
BKSY icon
3664
BlackSky Technology
BKSY
$631M
$1.31K ﹤0.01%
65
EE icon
3665
Excelerate Energy
EE
$872M
$1.31K ﹤0.01%
52
-5
QYLD icon
3666
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.03B
$1.31K ﹤0.01%
77
-180
ZH
3667
Zhihu
ZH
$305M
$1.3K ﹤0.01%
257
INDA icon
3668
iShares MSCI India ETF
INDA
$9.4B
$1.3K ﹤0.01%
25
-400
LAKE icon
3669
Lakeland Industries
LAKE
$80.9M
$1.3K ﹤0.01%
+88
GWRS icon
3670
Global Water Resources
GWRS
$244M
$1.3K ﹤0.01%
126
+104
BOW
3671
Bowhead Specialty Holdings
BOW
$913M
$1.3K ﹤0.01%
48
+24
LAC
3672
Lithium Americas
LAC
$1.46B
$1.3K ﹤0.01%
227
ANL
3673
Adlai Nortye
ANL
$50.9M
$1.29K ﹤0.01%
+719
JAKK icon
3674
Jakks Pacific
JAKK
$186M
$1.29K ﹤0.01%
69
-74
ZBIO
3675
Zenas BioPharma
ZBIO
$2.18B
$1.29K ﹤0.01%
58