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 Buys

1
+$26.7M
2
+$6.53M
3
+$6.5M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$6.1M
5
AVDE icon
Avantis International Equity ETF
AVDE
+$6.06M

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
NVCR icon
3726
NovoCure
NVCR
$1.14B
$1.12K ﹤0.01%
87
+13
FNWD icon
3727
Finward Bancorp
FNWD
$168M
$1.12K ﹤0.01%
+35
GDLC
3728
GRAYSCALE DIGITAL LG CAP
GDLC
$399M
$1.12K ﹤0.01%
+20
NWPX icon
3729
NWPX Infrastructure Inc
NWPX
$714M
$1.11K ﹤0.01%
21
+12
ALVO icon
3730
Alvotech
ALVO
$1.6B
$1.1K ﹤0.01%
134
-340
ASPS icon
3731
Altisource Portfolio Solutions
ASPS
$64.6M
$1.1K ﹤0.01%
+94
MBOT icon
3732
Microbot Medical
MBOT
$118M
$1.09K ﹤0.01%
357
SYRE icon
3733
Spyre Therapeutics
SYRE
$2.73B
$1.09K ﹤0.01%
65
URTH icon
3734
iShares MSCI World ETF
URTH
$6.94B
$1.09K ﹤0.01%
6
SBFG icon
3735
SB Financial Group
SBFG
$138M
$1.08K ﹤0.01%
56
+13
PSNL icon
3736
Personalis
PSNL
$715M
$1.08K ﹤0.01%
165
FLWS icon
3737
1-800-Flowers.com
FLWS
$260M
$1.07K ﹤0.01%
233
-19
ANGL icon
3738
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.12B
$1.07K ﹤0.01%
+36
EHTH icon
3739
eHealth
EHTH
$68.3M
$1.07K ﹤0.01%
+248
QXO
3740
QXO Inc
QXO
$16.2B
$1.07K ﹤0.01%
56
-64
DBI icon
3741
Designer Brands
DBI
$345M
$1.07K ﹤0.01%
301
+124
OABI icon
3742
OmniAb
OABI
$245M
$1.06K ﹤0.01%
665
-460
MYFW icon
3743
First Western Financial
MYFW
$254M
$1.06K ﹤0.01%
46
-5
AGEN
3744
Agenus
AGEN
$106M
$1.05K ﹤0.01%
274
-567
BBCA icon
3745
JPMorgan BetaBuilders Canada ETF
BBCA
$9.72B
$1.05K ﹤0.01%
12
DDL
3746
Dingdong
DDL
$594M
$1.04K ﹤0.01%
505
CLPR
3747
Clipper Realty
CLPR
$56.5M
$1.04K ﹤0.01%
274
+8
LTBR icon
3748
Lightbridge
LTBR
$484M
$1.04K ﹤0.01%
49
GAM
3749
General American Investors Company
GAM
$1.43B
$1.04K ﹤0.01%
17
SPCE icon
3750
Virgin Galactic
SPCE
$185M
$1.03K ﹤0.01%
268
-1,092
148 149
150
151 152