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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
SGHT icon
3851
Sight Sciences
SGHT
$287M
$984 ﹤0.01%
261
+49
MXCT icon
3852
MaxCyte
MXCT
$130M
$980 ﹤0.01%
1,395
+619
TRC icon
3853
Tejon Ranch
TRC
$499M
$980 ﹤0.01%
52
-21
PLBC icon
3854
Plumas Bancorp
PLBC
$387M
$977 ﹤0.01%
20
LOAR icon
3855
Loar Holdings
LOAR
$6.71B
$973 ﹤0.01%
17
-44
PSQH icon
3856
PSQ Holdings
PSQH
$22.3M
$966 ﹤0.01%
1,822
+598
GEF.B icon
3857
Greif Class B
GEF.B
$3.29B
$964 ﹤0.01%
11
+5
ABOS icon
3858
Acumen Pharmaceuticals
ABOS
$163M
$961 ﹤0.01%
407
DNN icon
3859
Denison Mines
DNN
$3.03B
$957 ﹤0.01%
271
-546
SKIN icon
3860
SkinHealth Systems
SKIN
$85.9M
$956 ﹤0.01%
1,073
-1,296
LDI icon
3861
loanDepot
LDI
$635M
$952 ﹤0.01%
671
+536
KWY
3862
Kingsway Corp
KWY
$302M
$949 ﹤0.01%
91
-16
NUSC icon
3863
Nuveen ESG Small-Cap ETF
NUSC
$1.26B
$946 ﹤0.01%
21
TRAK icon
3864
ReposiTrak
TRAK
$168M
$942 ﹤0.01%
124
+119
SENS icon
3865
Senseonics Holdings Inc
SENS
$352M
$939 ﹤0.01%
+141
ETON icon
3866
Eton Pharmaceutcials
ETON
$890M
$938 ﹤0.01%
+38
RM icon
3867
Regional Management Corp
RM
$343M
$937 ﹤0.01%
29
-3
RVSB icon
3868
Riverview Bancorp
RVSB
$118M
$936 ﹤0.01%
170
+4
BCD icon
3869
abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF
BCD
$399M
$930 ﹤0.01%
26
ASLE icon
3870
AerSale
ASLE
$300M
$927 ﹤0.01%
149
-7
CURV icon
3871
Torrid Holdings
CURV
$192M
$926 ﹤0.01%
520
+335
DHC
3872
Diversified Healthcare Trust
DHC
$2.15B
$923 ﹤0.01%
139
+19
SION
3873
Sionna Therapeutics
SION
$1.68B
$922 ﹤0.01%
23
+3
API
3874
Agora
API
$351M
$920 ﹤0.01%
260
+101
JYNT icon
3875
The Joint Corp
JYNT
$133M
$920 ﹤0.01%
104
+62