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
$2.53B
AUM Growth
+$314M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,514
New
Increased
Reduced
Closed

Top Buys

1
+$28.3M
2
+$6.27M
3
+$6.21M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$6.09M
5
PSH icon
PGIM Short Duration High Yield ETF
PSH
+$5.91M

Top Sells

1
+$6.83M
2
+$3.31M
3
+$2.99M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$2.25M
5
PLTR icon
Palantir
PLTR
+$2.09M

Sector Composition

1 Technology 12.85%
2 Financials 7.7%
3 Consumer Discretionary 5.5%
4 Industrials 3.53%
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
$358M
$1.37K ﹤0.01%
194
-34
BRID icon
3652
Bridgford Foods
BRID
$68.3M
$1.37K ﹤0.01%
+172
INBX icon
3653
Inhibrx
INBX
$922M
$1.35K ﹤0.01%
40
+18
ENVX icon
3654
Enovix
ENVX
$1.09B
$1.34K ﹤0.01%
134
+62
VYGR icon
3655
Voyager Therapeutics
VYGR
$234M
$1.33K ﹤0.01%
285
+83
CSIQ icon
3656
Canadian Solar
CSIQ
$888M
$1.33K ﹤0.01%
102
-40
FRDM icon
3657
Freedom 100 Emerging Markets ETF
FRDM
$2.6B
$1.33K ﹤0.01%
30
MDBH icon
3658
MDB Capital Holdings
MDBH
$29.9M
$1.33K ﹤0.01%
+395
CLW icon
3659
Clearwater Paper
CLW
$229M
$1.33K ﹤0.01%
64
-135
MAMA icon
3660
Mama's Creations
MAMA
$611M
$1.32K ﹤0.01%
126
LLYVA icon
3661
Liberty Live Group Series A
LLYVA
$8.38B
$1.32K ﹤0.01%
14
IREN icon
3662
Iris Energy
IREN
$13.6B
$1.31K ﹤0.01%
+28
NNE
3663
Nano Nuclear Energy
NNE
$1.13B
$1.31K ﹤0.01%
+34
BKSY icon
3664
BlackSky Technology
BKSY
$941M
$1.31K ﹤0.01%
65
EE icon
3665
Excelerate Energy
EE
$1.11B
$1.31K ﹤0.01%
52
-5
QYLD icon
3666
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.02B
$1.31K ﹤0.01%
77
-180
ZH
3667
Zhihu
ZH
$268M
$1.3K ﹤0.01%
257
LAKE icon
3668
Lakeland Industries
LAKE
$75.1M
$1.3K ﹤0.01%
+88
INDA icon
3669
iShares MSCI India ETF
INDA
$7.31B
$1.3K ﹤0.01%
25
-400
GWRS icon
3670
Global Water Resources
GWRS
$212M
$1.3K ﹤0.01%
126
+104
BOW
3671
Bowhead Specialty Holdings
BOW
$740M
$1.3K ﹤0.01%
48
+24
LAC
3672
Lithium Americas
LAC
$1.39B
$1.3K ﹤0.01%
227
ANL
3673
Adlai Nortye
ANL
$411M
$1.29K ﹤0.01%
+719
JAKK icon
3674
Jakks Pacific
JAKK
$232M
$1.29K ﹤0.01%
69
-74
ZBIO
3675
Zenas BioPharma
ZBIO
$1.21B
$1.29K ﹤0.01%
58
145 146
147
148 149