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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
AGEN
3876
Agenus
AGEN
$125M
$915 ﹤0.01%
274
PRFD icon
3877
PIMCO Preferred and Capital Securities Active Exchange-Traded Fund
PRFD
$221M
$912 ﹤0.01%
18
CEPU
3878
Central Puerto
CEPU
$2.35B
$909 ﹤0.01%
54
-20
ACH
3879
Accendra Health
ACH
$247M
$907 ﹤0.01%
398
-382
MKTW icon
3880
MarketWise
MKTW
$44.2M
$899 ﹤0.01%
48
+5
LAC
3881
Lithium Americas
LAC
$1.53B
$897 ﹤0.01%
227
-507
MYO icon
3882
Myomo
MYO
$49.5M
$897 ﹤0.01%
1,327
+1,101
VTS icon
3883
Vitesse Energy
VTS
$668M
$890 ﹤0.01%
49
-135
LFMD icon
3884
LifeMD
LFMD
$230M
$888 ﹤0.01%
246
+75
NGNE icon
3885
Neurogene
NGNE
$498M
$888 ﹤0.01%
44
GILT icon
3886
Gilat Satellite Networks
GILT
$995M
$886 ﹤0.01%
+59
ORKA
3887
Oruka Therapeutics
ORKA
$4.36B
$883 ﹤0.01%
18
+2
SLDE
3888
Slide Insurance Holdings
SLDE
$1.9B
$882 ﹤0.01%
49
-8
WOLF icon
3889
Wolfspeed
WOLF
$2.98B
$881 ﹤0.01%
54
+29
CLPT icon
3890
ClearPoint Neuro
CLPT
$533M
$873 ﹤0.01%
96
+91
PVLA
3891
Palvella Therapeutics
PVLA
$1.62B
$873 ﹤0.01%
+7
MRBK
3892
DELISTED
MERCANTILE BANKSHARES CORP
MRBK
$872 ﹤0.01%
46
+5
CLW icon
3893
Clearwater Paper
CLW
$271M
$863 ﹤0.01%
60
+24
OPRT icon
3894
Oportun Financial
OPRT
$236M
$862 ﹤0.01%
+187
TCMD icon
3895
Tactile Systems Technology
TCMD
$600M
$861 ﹤0.01%
33
+9
MBOT icon
3896
Microbot Medical
MBOT
$125M
$860 ﹤0.01%
357
ARCT icon
3897
Arcturus Therapeutics
ARCT
$214M
$857 ﹤0.01%
+111
BBCP icon
3898
Concrete Pumping Holdings
BBCP
$550M
$857 ﹤0.01%
120
-23
BNED icon
3899
Barnes & Noble Education
BNED
$378M
$857 ﹤0.01%
+97
ALTI icon
3900
AlTi Global
ALTI
$320M
$849 ﹤0.01%
234
+105