EWA

EverSource Wealth Advisors Portfolio holdings

AUM $2.53B
1-Year Est. Return 23.79%
This Quarter Est. Return
1 Year Est. Return
+23.79%
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 12.86%
2 Financials 7.68%
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
VMD icon
4076
Viemed Healthcare
VMD
$274M
$231 ﹤0.01%
34
-62
DBVT
4077
DBV Technologies
DBVT
$737M
$230 ﹤0.01%
23
-501
NAMS icon
4078
NewAmsterdam Pharma
NAMS
$4.01B
$228 ﹤0.01%
8
GOCO icon
4079
GoHealth
GOCO
$48.3M
$227 ﹤0.01%
47
+37
KW icon
4080
Kennedy-Wilson Holdings
KW
$1.36B
$225 ﹤0.01%
27
-1,396
GDRX icon
4081
GoodRx Holdings
GDRX
$957M
$224 ﹤0.01%
53
-6
BALY icon
4082
Bally's
BALY
$788M
$222 ﹤0.01%
+20
SOLZ
4083
Solana ETF
SOLZ
$121M
$221 ﹤0.01%
+10
SPIR icon
4084
Spire Global
SPIR
$297M
$220 ﹤0.01%
20
-22
TRNS icon
4085
Transcat
TRNS
$524M
$220 ﹤0.01%
3
-20
SLND icon
4086
Southland Holdings
SLND
$210M
$219 ﹤0.01%
51
-2
GSAT icon
4087
Globalstar
GSAT
$9.26B
$218 ﹤0.01%
6
KG
4088
Kestrel Group
KG
$80.3M
$218 ﹤0.01%
8
CHGG icon
4089
Chegg
CHGG
$96.2M
$217 ﹤0.01%
144
-261
SGRY icon
4090
Surgery Partners
SGRY
$2.02B
$216 ﹤0.01%
10
-13
CGGE
4091
Capital Group Global Equity ETF
CGGE
$1.41B
$216 ﹤0.01%
7
PEBK icon
4092
Peoples Bancorp of North Carolina
PEBK
$195M
$215 ﹤0.01%
7
+3
GENVR
4093
Gen Digital Inc Contingent Value Rights
GENVR
$214 ﹤0.01%
29
BWMN icon
4094
Bowman Consulting
BWMN
$629M
$212 ﹤0.01%
5
AMPX icon
4095
Amprius Technologies
AMPX
$1.31B
$210 ﹤0.01%
20
SVRE
4096
SaverOne 2014 Ltd
SVRE
$8.06M
$208 ﹤0.01%
127
-529
TCMD icon
4097
Tactile Systems Technology
TCMD
$621M
$208 ﹤0.01%
15
-24
STEX
4098
Streamex Corp
STEX
$176M
$207 ﹤0.01%
+36
RDW icon
4099
Redwire
RDW
$1.14B
$207 ﹤0.01%
23
-36
SNCR icon
4100
Synchronoss Technologies
SNCR
$90.7M
$207 ﹤0.01%
+34