EWA

EverSource Wealth Advisors Portfolio holdings

AUM $2.71B
1-Year Est. Return 22.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.83%
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 12.85%
2 Financials 7.7%
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
$1.94B
$1.28K ﹤0.01%
27
-64
AKBA icon
3677
Akebia Therapeutics
AKBA
$369M
$1.28K ﹤0.01%
469
-64
AEYE icon
3678
AudioEye
AEYE
$96.9M
$1.27K ﹤0.01%
92
-22
EXFY icon
3679
Expensify
EXFY
$128M
$1.27K ﹤0.01%
+688
FENC icon
3680
Fennec Pharmaceuticals
FENC
$268M
$1.26K ﹤0.01%
135
SWIM icon
3681
Latham Group
SWIM
$770M
$1.26K ﹤0.01%
166
+35
LNKB icon
3682
LINKBANCORP
LNKB
$348M
$1.26K ﹤0.01%
177
+61
NL icon
3683
NL Industries
NL
$302M
$1.26K ﹤0.01%
205
-145
HYLN icon
3684
Hyliion Holdings
HYLN
$354M
$1.25K ﹤0.01%
634
-158
RM icon
3685
Regional Management Corp
RM
$340M
$1.25K ﹤0.01%
32
+6
DC icon
3686
Dakota Gold
DC
$683M
$1.24K ﹤0.01%
272
HELO icon
3687
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
$3.79B
$1.24K ﹤0.01%
19
GOSS icon
3688
Gossamer Bio
GOSS
$523M
$1.23K ﹤0.01%
+468
KOD icon
3689
Kodiak Sciences
KOD
$1.41B
$1.23K ﹤0.01%
75
+53
DYN icon
3690
Dyne Therapeutics
DYN
$2.77B
$1.23K ﹤0.01%
97
-59
DFTX
3691
Definium Therapeutics
DFTX
$1.66B
$1.23K ﹤0.01%
104
+14
VALN
3692
Valneva
VALN
$823M
$1.22K ﹤0.01%
100
+7
ODC icon
3693
Oil-Dri
ODC
$937M
$1.22K ﹤0.01%
20
-137
SFYX icon
3694
SoFi Next 500 ETF
SFYX
$27.6M
$1.22K ﹤0.01%
76
MDV
3695
Modiv Industrial
MDV
$157M
$1.22K ﹤0.01%
+83
PBFS icon
3696
Pioneer Bancorp
PBFS
$373M
$1.22K ﹤0.01%
93
+29
EFSI
3697
Eagle Financial Services Inc
EFSI
$210M
$1.21K ﹤0.01%
+32
NVGS icon
3698
Navigator Holdings
NVGS
$1.19B
$1.21K ﹤0.01%
+78
KYTX icon
3699
Kyverna Therapeutics
KYTX
$473M
$1.2K ﹤0.01%
200
+55
GENC icon
3700
Gencor Industries
GENC
$223M
$1.2K ﹤0.01%
82
+57