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
DJCO icon
3776
Daily Journal
DJCO
$721M
$930 ﹤0.01%
2
-8
SPT icon
3777
Sprout Social
SPT
$653M
$930 ﹤0.01%
72
-2
NUSC icon
3778
Nuveen ESG Small-Cap ETF
NUSC
$1.28B
$926 ﹤0.01%
21
VEL icon
3779
Velocity Financial
VEL
$760M
$925 ﹤0.01%
51
+28
BVFL icon
3780
BV Financial
BVFL
$175M
$919 ﹤0.01%
57
+7
HUMA icon
3781
Humacyte
HUMA
$200M
$919 ﹤0.01%
528
-478
EDAP
3782
EDAP TMS
EDAP
$99.1M
$916 ﹤0.01%
400
-635
NAMI
3783
Jinxin Technology Holding
NAMI
$54.1M
$916 ﹤0.01%
+898
ALXO icon
3784
ALX Oncology
ALXO
$78.6M
$913 ﹤0.01%
499
-130
ALTG icon
3785
Alta Equipment Group
ALTG
$162M
$912 ﹤0.01%
126
MEC icon
3786
Mayville Engineering Co
MEC
$360M
$908 ﹤0.01%
66
-49
GCBC icon
3787
Greene County Bancorp
GCBC
$422M
$904 ﹤0.01%
40
+25
HIPO icon
3788
Hippo Holdings
HIPO
$766M
$904 ﹤0.01%
25
-14
ANNX icon
3789
Annexon
ANNX
$730M
$903 ﹤0.01%
296
+44
UAA icon
3790
Under Armour
UAA
$1.85B
$898 ﹤0.01%
180
-1,072
BCD icon
3791
abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF
BCD
$328M
$893 ﹤0.01%
26
BYND icon
3792
Beyond Meat
BYND
$476M
$892 ﹤0.01%
472
+2
BNT
3793
Brookfield Wealth Solutions
BNT
$11.1B
$890 ﹤0.01%
+20
PBYI icon
3794
Puma Biotechnology
PBYI
$281M
$887 ﹤0.01%
167
+6
IH
3795
iHuman
IH
$114M
$881 ﹤0.01%
305
PRTA icon
3796
Prothena Corp
PRTA
$508M
$879 ﹤0.01%
+90
MLAB icon
3797
Mesa Laboratories
MLAB
$441M
$871 ﹤0.01%
13
-65
ACRS icon
3798
Aclaris Therapeutics
ACRS
$328M
$870 ﹤0.01%
458
AOSL icon
3799
Alpha and Omega Semiconductor
AOSL
$603M
$867 ﹤0.01%
31
WGS icon
3800
GeneDx Holdings
WGS
$3.93B
$861 ﹤0.01%
8
+1