EWA

EverSource Wealth Advisors Portfolio holdings

AUM $2.71B
1-Year Est. Return 22.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.83%
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 12.85%
2 Financials 7.7%
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
OSG
3901
Octave Specialty Group
OSG
$272M
$600 ﹤0.01%
72
+21
AUGO
3902
Aura Minerals Inc
AUGO
$5.24B
$595 ﹤0.01%
+16
CEPU
3903
Central Puerto
CEPU
$2.3B
$593 ﹤0.01%
74
-123
MGTX icon
3904
MeiraGTx Holdings
MGTX
$580M
$593 ﹤0.01%
72
BFIN
3905
DELISTED
BankFinancial
BFIN
$589 ﹤0.01%
+49
SION
3906
Sionna Therapeutics
SION
$1.57B
$588 ﹤0.01%
+20
NWFL icon
3907
Norwood Financial Corp
NWFL
$294M
$585 ﹤0.01%
23
+12
PAYO icon
3908
Payoneer
PAYO
$2.1B
$581 ﹤0.01%
96
-307
ESCA icon
3909
Escalade
ESCA
$202M
$578 ﹤0.01%
46
+7
MOLN
3910
Molecular Partners
MOLN
$172M
$575 ﹤0.01%
155
+114
BAER icon
3911
Bridger Aerospace
BAER
$151M
$572 ﹤0.01%
309
-143
IVVD icon
3912
Invivyd
IVVD
$482M
$565 ﹤0.01%
514
+405
CLNE icon
3913
Clean Energy Fuels
CLNE
$553M
$565 ﹤0.01%
219
CTNM
3914
Contineum Therapeutics
CTNM
$529M
$564 ﹤0.01%
48
+37
BBAX icon
3915
JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF
BBAX
$6.21B
$563 ﹤0.01%
10
EU
3916
enCore Energy
EU
$489M
$559 ﹤0.01%
174
CLLS
3917
Cellectis
CLLS
$351M
$559 ﹤0.01%
196
+183
CTRN icon
3918
Citi Trends
CTRN
$371M
$558 ﹤0.01%
+18
SOL
3919
DELISTED
Emeren Group
SOL
$554 ﹤0.01%
293
+101
SCLX icon
3920
Scilex Holding
SCLX
$55.3M
$551 ﹤0.01%
+28
DVAX icon
3921
Dynavax Technologies
DVAX
$1.76B
$546 ﹤0.01%
55
-59
RZLT icon
3922
Rezolute
RZLT
$271M
$545 ﹤0.01%
+58
ABUS icon
3923
Arbutus Biopharma
ABUS
$706M
$540 ﹤0.01%
119
-50
CLMB icon
3924
Climb Global Solutions
CLMB
$548M
$539 ﹤0.01%
4
-33
GRPN icon
3925
Groupon
GRPN
$514M
$537 ﹤0.01%
23
+8