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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
XRX icon
3926
Xerox
XRX
$395M
$795 ﹤0.01%
616
+233
PLAY icon
3927
Dave & Buster's
PLAY
$416M
$790 ﹤0.01%
73
+54
YQ
3928
17 Education & Technology Group
YQ
$21.7M
$786 ﹤0.01%
434
-269
BKCH icon
3929
Global X Blockchain ETF
BKCH
$333M
$782 ﹤0.01%
14
-8
BFLY icon
3930
Butterfly Network
BFLY
$2.33B
$780 ﹤0.01%
193
-1,307
III icon
3931
Information Services Group
III
$192M
$780 ﹤0.01%
203
+142
SPWR icon
3932
SunPower Inc
SPWR
$114M
$777 ﹤0.01%
+612
VOYG
3933
Voyager Technologies
VOYG
$2.23B
$773 ﹤0.01%
+33
INSE icon
3934
Inspired Entertainment
INSE
$213M
$771 ﹤0.01%
108
+18
FMAO icon
3935
Farmers & Merchants Bancorp
FMAO
$397M
$770 ﹤0.01%
30
+3
GERN icon
3936
Geron
GERN
$808M
$770 ﹤0.01%
517
+114
LU icon
3937
Lufax Holding
LU
$1.08B
$768 ﹤0.01%
411
-369
SNBR icon
3938
Sleep Number
SNBR
$4.78M
$767 ﹤0.01%
427
-5
ARHS icon
3939
Arhaus
ARHS
$1.03B
$766 ﹤0.01%
113
-130
OSUR icon
3940
OraSure Technologies
OSUR
$293M
$765 ﹤0.01%
255
+225
TNYA icon
3941
Tenaya Therapeutics
TNYA
$159M
$761 ﹤0.01%
1,099
-442
LFVN icon
3942
LifeVantage
LFVN
$80.9M
$757 ﹤0.01%
175
+152
CZWI icon
3943
Citizens Community Bancorp
CZWI
$206M
$752 ﹤0.01%
38
+8
GENC icon
3944
Gencor Industries
GENC
$220M
$750 ﹤0.01%
50
+7
MBX
3945
MBX Biosciences
MBX
$2.05B
$746 ﹤0.01%
25
HCAT icon
3946
Health Catalyst
HCAT
$129M
$745 ﹤0.01%
587
+566
CCRN icon
3947
Cross Country Healthcare
CCRN
$425M
$743 ﹤0.01%
+79
FF icon
3948
Future Fuel
FF
$186M
$743 ﹤0.01%
193
+47
HLX icon
3949
Helix Energy Solutions
HLX
$1.28B
$742 ﹤0.01%
75
+39
MPAA icon
3950
Motorcar Parts of America
MPAA
$291M
$741 ﹤0.01%
67
-19