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
DJCO icon
3776
Daily Journal
DJCO
$690M
$930 ﹤0.01%
2
-8
SPT icon
3777
Sprout Social
SPT
$445M
$930 ﹤0.01%
72
-2
NUSC icon
3778
Nuveen ESG Small-Cap ETF
NUSC
$1.3B
$926 ﹤0.01%
21
VEL icon
3779
Velocity Financial
VEL
$716M
$925 ﹤0.01%
51
+28
BVFL icon
3780
BV Financial
BVFL
$175M
$919 ﹤0.01%
57
+7
HUMA icon
3781
Humacyte
HUMA
$235M
$919 ﹤0.01%
528
-478
EDAP
3782
EDAP TMS
EDAP
$156M
$916 ﹤0.01%
400
-635
NAMI
3783
Jinxin Technology Holding
NAMI
$29.1M
$916 ﹤0.01%
+898
ALXO icon
3784
ALX Oncology
ALXO
$280M
$913 ﹤0.01%
499
-130
ALTG icon
3785
Alta Equipment Group
ALTG
$236M
$912 ﹤0.01%
126
MEC icon
3786
Mayville Engineering Co
MEC
$557M
$908 ﹤0.01%
66
-49
GCBC icon
3787
Greene County Bancorp
GCBC
$406M
$904 ﹤0.01%
40
+25
HIPO icon
3788
Hippo Holdings
HIPO
$711M
$904 ﹤0.01%
25
-14
ANNX icon
3789
Annexon
ANNX
$932M
$903 ﹤0.01%
296
+44
UAA icon
3790
Under Armour
UAA
$2.74B
$898 ﹤0.01%
180
-1,072
BCD icon
3791
abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF
BCD
$411M
$893 ﹤0.01%
26
BYND icon
3792
Beyond Meat
BYND
$429M
$892 ﹤0.01%
472
+2
BNT
3793
Brookfield Wealth Solutions
BNT
$12.8B
$890 ﹤0.01%
+20
PBYI icon
3794
Puma Biotechnology
PBYI
$381M
$887 ﹤0.01%
167
+6
IH
3795
iHuman
IH
$85.6M
$881 ﹤0.01%
305
PRTA icon
3796
Prothena Corp
PRTA
$562M
$879 ﹤0.01%
+90
MLAB icon
3797
Mesa Laboratories
MLAB
$578M
$871 ﹤0.01%
13
-65
ACRS icon
3798
Aclaris Therapeutics
ACRS
$689M
$870 ﹤0.01%
458
AOSL icon
3799
Alpha and Omega Semiconductor
AOSL
$1.13B
$867 ﹤0.01%
31
WGS icon
3800
GeneDx Holdings
WGS
$1.21B
$861 ﹤0.01%
8
+1