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
$2.71B
AUM Growth
+$187M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,506
New
Increased
Reduced
Closed

Top Buys

1 +$17.8M
2 +$16.6M
3 +$11.4M
4
APO icon
Apollo Global Management
APO
+$8.93M
5
FENI icon
Fidelity Enhanced International ETF
FENI
+$7.4M

Sector Composition

1 Technology 12.23%
2 Financials 7.73%
3 Consumer Discretionary 5.31%
4 Industrials 3.51%
5 Communication Services 3.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CRMD icon
4076
CorMedix
CRMD
$670M
$116 ﹤0.01%
10
-1
TEAD
4077
Teads Holding Co
TEAD
$112M
$116 ﹤0.01%
165
+129
XES icon
4078
State Street SPDR S&P Oil & Gas Equipment & Services ETF
XES
$598M
$115 ﹤0.01%
1
BBSI icon
4079
Barrett Business Services
BBSI
$798M
$109 ﹤0.01%
3
-391
STEX
4080
Streamex Corp
STEX
$123M
$109 ﹤0.01%
36
CEVA icon
4081
CEVA Inc
CEVA
$1.38B
$108 ﹤0.01%
5
-15
EWC icon
4082
iShares MSCI Canada ETF
EWC
$5.43B
$108 ﹤0.01%
2
FSP
4083
Franklin Street Properties
FSP
$57.2M
$106 ﹤0.01%
112
+21
GLSI icon
4084
Greenwich LifeSciences
GLSI
$347M
$105 ﹤0.01%
5
-27
MOLN
4085
Molecular Partners
MOLN
$147M
$105 ﹤0.01%
24
-131
SPRY icon
4086
ARS Pharmaceuticals
SPRY
$901M
$105 ﹤0.01%
+9
ADEA icon
4087
Adeia
ADEA
$3.57B
$104 ﹤0.01%
6
-106
AOMR
4088
Angel Oak Mortgage REIT
AOMR
$203M
$103 ﹤0.01%
12
-36
DHS icon
4089
WisdomTree US High Dividend Fund
DHS
$1.47B
$102 ﹤0.01%
1
FRD icon
4090
Friedman Industries
FRD
$173M
$102 ﹤0.01%
5
TALK icon
4091
Talkspace
TALK
$871M
$102 ﹤0.01%
28
ICSH icon
4092
iShares Ultra Short Duration Bond Active ETF
ICSH
$7.57B
$101 ﹤0.01%
2
SLQD icon
4093
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$2.34B
$101 ﹤0.01%
2
YANG icon
4094
Direxion Daily FTSE China Bear 3X ETF
YANG
$213M
$101 ﹤0.01%
4
SI
4095
Shoulder Innovations Inc
SI
$300M
$100 ﹤0.01%
+7
EVI icon
4096
EVI Industries
EVI
$229M
$99 ﹤0.01%
4
SWBI icon
4097
Smith & Wesson
SWBI
$675M
$99 ﹤0.01%
10
-30
MYPS icon
4098
PLAYSTUDIOS Inc
MYPS
$67M
$98 ﹤0.01%
150
-835
JUST icon
4099
Goldman Sachs JUST US Large Cap Equity ETF
JUST
$563M
$97 ﹤0.01%
1
BTAI icon
4100
BioXcel Therapeutics
BTAI
$38M
$96 ﹤0.01%
60