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
SWKH icon
3826
SWK Holdings
SWKH
$209M
$772 ﹤0.01%
53
+32
FCVT icon
3827
First Trust SSI Strategic Convertible Securities ETF
FCVT
$103M
$770 ﹤0.01%
18
GHG
3828
GreenTree Hospitality
GHG
$180M
$768 ﹤0.01%
349
+306
NGNE icon
3829
Neurogene
NGNE
$299M
$762 ﹤0.01%
44
+27
TRUE icon
3830
TrueCar
TRUE
$197M
$754 ﹤0.01%
410
-177
FINV
3831
FinVolution Group
FINV
$1.33B
$745 ﹤0.01%
101
+68
QTRX icon
3832
Quanterix
QTRX
$325M
$744 ﹤0.01%
137
-94
INSP icon
3833
Inspire Medical Systems
INSP
$2.8B
$742 ﹤0.01%
10
-15
OTLK icon
3834
Outlook Therapeutics
OTLK
$88.8M
$738 ﹤0.01%
696
-126
CVLG icon
3835
Covenant Logistics
CVLG
$579M
$737 ﹤0.01%
34
+22
FTHY
3836
First Trust High Yield Opportunities 2027 Term Fund
FTHY
$513M
$727 ﹤0.01%
50
+1
IMVT icon
3837
Immunovant
IMVT
$5.31B
$726 ﹤0.01%
45
+29
RUM icon
3838
Rumble
RUM
$2.3B
$724 ﹤0.01%
100
-60
RARE icon
3839
Ultragenyx Pharmaceutical
RARE
$3.18B
$722 ﹤0.01%
24
-335
LCNB icon
3840
LCNB Corp
LCNB
$249M
$720 ﹤0.01%
48
+38
AMBR
3841
Amber International Holding Ltd
AMBR
$154M
$720 ﹤0.01%
215
-76
CFBK icon
3842
CF Bankshares
CFBK
$169M
$719 ﹤0.01%
+30
PTLO icon
3843
Portillo's
PTLO
$342M
$716 ﹤0.01%
111
+9
FVCB icon
3844
FVCBankcorp
FVCB
$255M
$714 ﹤0.01%
55
+49
LOVE icon
3845
LoveSac
LOVE
$214M
$711 ﹤0.01%
42
-67
CAAP icon
3846
Corporacion America
CAAP
$4.25B
$707 ﹤0.01%
+39
IMXI icon
3847
International Money Express
IMXI
$456M
$699 ﹤0.01%
50
-169
ABOS icon
3848
Acumen Pharmaceuticals
ABOS
$124M
$696 ﹤0.01%
407
-8
MDCX
3849
Medicus Pharma
MDCX
$42M
$695 ﹤0.01%
+300
CTEV
3850
Claritev Corp
CTEV
$654M
$690 ﹤0.01%
+13