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EWA

EverSource Wealth Advisors Portfolio holdings

AUM $3.27B
1-Year Est. Return 23.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.27B
AUM Growth
+$559M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,536
New
Increased
Reduced
Closed

Sector Composition

1 Technology 11.37%
2 Financials 6.3%
3 Consumer Discretionary 4.55%
4 Industrials 3.62%
5 Healthcare 2.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
PAR icon
3751
PAR Technology
PAR
$631M
$1.37K ﹤0.01%
+103
OMER icon
3752
Omeros
OMER
$744M
$1.37K ﹤0.01%
130
+15
ODC icon
3753
Oil-Dri
ODC
$1.38B
$1.37K ﹤0.01%
21
+2
EBMT icon
3754
Eagle Bancorp Montana
EBMT
$182M
$1.36K ﹤0.01%
66
+7
KULR icon
3755
KULR Technology Group
KULR
$183M
$1.34K ﹤0.01%
+567
PI icon
3756
Impinj
PI
$3.92B
$1.34K ﹤0.01%
13
-6
AIRO
3757
AIRO Group Holdings
AIRO
$251M
$1.32K ﹤0.01%
174
+168
HYLN icon
3758
Hyliion Holdings
HYLN
$1.44B
$1.32K ﹤0.01%
751
+117
QYLD icon
3759
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.56B
$1.32K ﹤0.01%
77
BVFL icon
3760
BV Financial
BVFL
$176M
$1.3K ﹤0.01%
68
+2
RDNW
3761
RideNow Group
RDNW
$291M
$1.3K ﹤0.01%
184
-14
VABK icon
3762
Virginia National Bankshares
VABK
$242M
$1.3K ﹤0.01%
34
+1
EHTH icon
3763
eHealth
EHTH
$52.4M
$1.29K ﹤0.01%
1,004
+686
DDD icon
3764
3D Systems Corp
DDD
$583M
$1.29K ﹤0.01%
+688
AEVA
3765
Aeva Technologies
AEVA
$1.65B
$1.29K ﹤0.01%
98
+3
FVCB icon
3766
FVCBankcorp
FVCB
$299M
$1.29K ﹤0.01%
85
+12
IHI icon
3767
iShares US Medical Devices ETF
IHI
$3.05B
$1.29K ﹤0.01%
24
BARK icon
3768
BARK
BARK
$88.2M
$1.29K ﹤0.01%
127
+115
CVLG icon
3769
Covenant Logistics
CVLG
$1.07B
$1.28K ﹤0.01%
47
+20
EPAC icon
3770
Enerpac Tool Group
EPAC
$1.89B
$1.28K ﹤0.01%
35
+33
OPRX icon
3771
OptimizeRx
OPRX
$93.5M
$1.28K ﹤0.01%
203
+174
CRMT icon
3772
America's Car Mart
CRMT
$19.9M
$1.27K ﹤0.01%
100
+25
CDLX icon
3773
Cardlytics
CDLX
$30.2M
$1.27K ﹤0.01%
1,208
TE
3774
T1 Energy Inc
TE
$2.61B
$1.26K ﹤0.01%
288
SWBI icon
3775
Smith & Wesson
SWBI
$719M
$1.26K ﹤0.01%
88
+78