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 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
SKWD icon
3676
Skyward Specialty Insurance
SKWD
$1.89B
$1.28K ﹤0.01%
27
-64
AKBA icon
3677
Akebia Therapeutics
AKBA
$364M
$1.28K ﹤0.01%
469
-64
AEYE icon
3678
AudioEye
AEYE
$67.5M
$1.27K ﹤0.01%
92
-22
EXFY icon
3679
Expensify
EXFY
$76.3M
$1.27K ﹤0.01%
+688
FENC icon
3680
Fennec Pharmaceuticals
FENC
$206M
$1.26K ﹤0.01%
135
SWIM icon
3681
Latham Group
SWIM
$670M
$1.26K ﹤0.01%
166
+35
LNKB icon
3682
LINKBANCORP
LNKB
$312M
$1.26K ﹤0.01%
177
+61
NL icon
3683
NL Industries
NL
$282M
$1.26K ﹤0.01%
205
-145
HYLN icon
3684
Hyliion Holdings
HYLN
$325M
$1.25K ﹤0.01%
634
-158
RM icon
3685
Regional Management Corp
RM
$305M
$1.25K ﹤0.01%
32
+6
DC icon
3686
Dakota Gold
DC
$585M
$1.24K ﹤0.01%
272
HELO icon
3687
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
$3.78B
$1.24K ﹤0.01%
19
GOSS icon
3688
Gossamer Bio
GOSS
$80.9M
$1.23K ﹤0.01%
+468
KOD icon
3689
Kodiak Sciences
KOD
$1.33B
$1.23K ﹤0.01%
75
+53
DYN icon
3690
Dyne Therapeutics
DYN
$2.95B
$1.23K ﹤0.01%
97
-59
DFTX
3691
Definium Therapeutics
DFTX
$1.77B
$1.23K ﹤0.01%
104
+14
ODC icon
3692
Oil-Dri
ODC
$905M
$1.22K ﹤0.01%
20
-137
VALN
3693
Valneva
VALN
$558M
$1.22K ﹤0.01%
100
+7
MDV
3694
Modiv Industrial
MDV
$146M
$1.22K ﹤0.01%
+83
SFYX
3695
DELISTED
SoFi Next 500 ETF
SFYX
$1.22K ﹤0.01%
76
PBFS icon
3696
Pioneer Bancorp
PBFS
$345M
$1.22K ﹤0.01%
93
+29
EFSI
3697
Eagle Financial Services Inc
EFSI
$184M
$1.21K ﹤0.01%
+32
NVGS icon
3698
Navigator Holdings
NVGS
$1.28B
$1.21K ﹤0.01%
+78
GENC icon
3699
Gencor Industries
GENC
$218M
$1.2K ﹤0.01%
82
+57
KYTX icon
3700
Kyverna Therapeutics
KYTX
$455M
$1.2K ﹤0.01%
200
+55