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
RVSB icon
3851
Riverview Bancorp
RVSB
$112M
$688 ﹤0.01%
+128
SJNK icon
3852
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.92B
$688 ﹤0.01%
27
OGI
3853
Organigram Holdings
OGI
$183M
$684 ﹤0.01%
337
AVBP icon
3854
ArriVent BioPharma
AVBP
$970M
$683 ﹤0.01%
37
XNCR icon
3855
Xencor
XNCR
$872M
$680 ﹤0.01%
58
-298
HLX icon
3856
Helix Energy Solutions
HLX
$1.47B
$676 ﹤0.01%
103
-1,541
ACRV icon
3857
Acrivon Therapeutics
ACRV
$61.2M
$675 ﹤0.01%
+373
XCH
3858
XCHG Ltd
XCH
$70.7M
$675 ﹤0.01%
523
+376
CFFI icon
3859
C&F Financial
CFFI
$238M
$672 ﹤0.01%
10
ATHE
3860
Alterity Therapeutics
ATHE
$60.4M
$666 ﹤0.01%
177
-451
FUNC icon
3861
First United
FUNC
$239M
$662 ﹤0.01%
18
SAMG icon
3862
Silvercrest Asset Management
SAMG
$101M
$662 ﹤0.01%
42
+26
FLL icon
3863
Full House Resorts
FLL
$80.3M
$655 ﹤0.01%
204
-71
KRKR
3864
36Kr Holdings
KRKR
$7.39M
$653 ﹤0.01%
93
NTZ
3865
Natuzzi
NTZ
$35.2M
$650 ﹤0.01%
202
-199
BIOA
3866
BioAge Labs
BIOA
$673M
$647 ﹤0.01%
110
+101
CRD.A icon
3867
Crawford & Co Class A
CRD.A
$476M
$642 ﹤0.01%
60
+11
EWJ icon
3868
iShares MSCI Japan ETF
EWJ
$19.1B
$642 ﹤0.01%
8
LOAR icon
3869
Loar Holdings
LOAR
$5.5B
$640 ﹤0.01%
8
-6
MHD icon
3870
BlackRock MuniHoldings Fund
MHD
$595M
$638 ﹤0.01%
54
MFIN icon
3871
Medallion Financial
MFIN
$199M
$636 ﹤0.01%
63
+1
OPRX icon
3872
OptimizeRx
OPRX
$127M
$636 ﹤0.01%
31
+2
RMNI icon
3873
Rimini Street
RMNI
$291M
$636 ﹤0.01%
136
-33
EPM icon
3874
Evolution Petroleum
EPM
$158M
$636 ﹤0.01%
132
+123
ERII icon
3875
Energy Recovery
ERII
$537M
$632 ﹤0.01%
41
+4