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
$2.71B
AUM Growth
+$187M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,506
New
Increased
Reduced
Closed

Top Buys

1 +$17.8M
2 +$16.6M
3 +$11.4M
4
APO icon
Apollo Global Management
APO
+$8.93M
5
FENI icon
Fidelity Enhanced International ETF
FENI
+$7.4M

Sector Composition

1 Technology 12.23%
2 Financials 7.73%
3 Consumer Discretionary 5.31%
4 Industrials 3.51%
5 Communication Services 3.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CVLG icon
3826
Covenant Logistics
CVLG
$1.06B
$594 ﹤0.01%
27
-7
NVEC icon
3827
NVE Corp
NVEC
$532M
$593 ﹤0.01%
10
-24
MDLN
3828
Medline Inc
MDLN
$29.1B
$588 ﹤0.01%
+14
MBI icon
3829
MBIA
MBI
$290M
$587 ﹤0.01%
82
CRD.A icon
3830
Crawford & Co Class A
CRD.A
$517M
$585 ﹤0.01%
52
-8
LFMD icon
3831
LifeMD
LFMD
$236M
$583 ﹤0.01%
171
-178
DHC
3832
Diversified Healthcare Trust
DHC
$2.07B
$582 ﹤0.01%
120
HUYA
3833
Huya Inc
HUYA
$588M
$579 ﹤0.01%
201
+83
GCBC icon
3834
Greene County Bancorp
GCBC
$459M
$578 ﹤0.01%
26
-14
ABUS icon
3835
Arbutus Biopharma
ABUS
$859M
$572 ﹤0.01%
119
MGTX icon
3836
MeiraGTx Holdings
MGTX
$886M
$572 ﹤0.01%
72
NMRA icon
3837
Neumora Therapeutics
NMRA
$324M
$571 ﹤0.01%
319
-17
USCB icon
3838
USCB Financial Holdings
USCB
$329M
$571 ﹤0.01%
31
+8
SVCO
3839
Silvaco Group
SVCO
$437M
$567 ﹤0.01%
140
-73
OGI
3840
Organigram Holdings
OGI
$152M
$566 ﹤0.01%
337
NAVN
3841
Navan Inc
NAVN
$5.62B
$564 ﹤0.01%
+33
BBAX icon
3842
JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF
BBAX
$6.35B
$563 ﹤0.01%
10
GENC icon
3843
Gencor Industries
GENC
$211M
$557 ﹤0.01%
43
-39
SBFG icon
3844
SB Financial Group
SBFG
$132M
$557 ﹤0.01%
25
-31
ONDS icon
3845
Ondas Inc
ONDS
$6.04B
$556 ﹤0.01%
+57
ERII icon
3846
Energy Recovery
ERII
$414M
$553 ﹤0.01%
41
KLTR icon
3847
Kaltura
KLTR
$218M
$548 ﹤0.01%
334
+233
ESCA icon
3848
Escalade
ESCA
$244M
$539 ﹤0.01%
40
-6
VIDI icon
3849
Vident International Equity Strategy
VIDI
$460M
$539 ﹤0.01%
+16
AD
3850
Array Digital Infrastructure
AD
$4.44B
$536 ﹤0.01%
10
-21