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
SKWD icon
3676
Skyward Specialty Insurance
SKWD
$2.01B
$1.28K ﹤0.01%
27
-64
AKBA icon
3677
Akebia Therapeutics
AKBA
$441M
$1.28K ﹤0.01%
469
-64
AEYE icon
3678
AudioEye
AEYE
$149M
$1.27K ﹤0.01%
92
-22
EXFY icon
3679
Expensify
EXFY
$150M
$1.27K ﹤0.01%
+688
FENC icon
3680
Fennec Pharmaceuticals
FENC
$258M
$1.26K ﹤0.01%
135
SWIM icon
3681
Latham Group
SWIM
$824M
$1.26K ﹤0.01%
166
+35
LNKB icon
3682
LINKBANCORP
LNKB
$309M
$1.26K ﹤0.01%
177
+61
NL icon
3683
NL Industries
NL
$275M
$1.26K ﹤0.01%
205
-145
HYLN icon
3684
Hyliion Holdings
HYLN
$341M
$1.25K ﹤0.01%
634
-158
RM icon
3685
Regional Management Corp
RM
$389M
$1.25K ﹤0.01%
32
+6
DC icon
3686
Dakota Gold
DC
$651M
$1.24K ﹤0.01%
272
HELO icon
3687
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
$3.54B
$1.24K ﹤0.01%
19
GOSS icon
3688
Gossamer Bio
GOSS
$833M
$1.23K ﹤0.01%
+468
KOD icon
3689
Kodiak Sciences
KOD
$1.22B
$1.23K ﹤0.01%
75
+53
DYN icon
3690
Dyne Therapeutics
DYN
$3.12B
$1.23K ﹤0.01%
97
-59
MNMD icon
3691
MindMed
MNMD
$1.24B
$1.23K ﹤0.01%
104
+14
ODC icon
3692
Oil-Dri
ODC
$737M
$1.22K ﹤0.01%
20
-137
VALN
3693
Valneva
VALN
$743M
$1.22K ﹤0.01%
100
+7
MDV
3694
Modiv Industrial
MDV
$153M
$1.22K ﹤0.01%
+83
SFYX icon
3695
SoFi Next 500 ETF
SFYX
$26.3M
$1.22K ﹤0.01%
76
PBFS icon
3696
Pioneer Bancorp
PBFS
$369M
$1.22K ﹤0.01%
93
+29
EFSI
3697
Eagle Financial Services Inc
EFSI
$213M
$1.21K ﹤0.01%
+32
NVGS icon
3698
Navigator Holdings
NVGS
$1.15B
$1.21K ﹤0.01%
+78
GENC icon
3699
Gencor Industries
GENC
$191M
$1.2K ﹤0.01%
82
+57
KYTX icon
3700
Kyverna Therapeutics
KYTX
$474M
$1.2K ﹤0.01%
200
+55