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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
CTGO icon
4151
Contango Silver & Gold Inc
CTGO
$522M
$281 ﹤0.01%
15
-3
SMHI icon
4152
SEACOR Marine Holdings
SMHI
$181M
$279 ﹤0.01%
+39
FLD
4153
Fold Holdings
FLD
$28.9M
$279 ﹤0.01%
+211
BLFY
4154
DELISTED
Blue Foundry Bancorp
BLFY
$278 ﹤0.01%
21
+6
TWIN icon
4155
Twin Disc
TWIN
$315M
$271 ﹤0.01%
+18
FCEL icon
4156
FuelCell Energy
FCEL
$1.63B
$268 ﹤0.01%
+41
VUZI icon
4157
Vuzix
VUZI
$275M
$266 ﹤0.01%
+115
AXGN icon
4158
Axogen
AXGN
$2.38B
$265 ﹤0.01%
+8
EVTL icon
4159
Vertical Aerospace
EVTL
$274M
$265 ﹤0.01%
120
HBB icon
4160
Hamilton Beach Brands
HBB
$277M
$265 ﹤0.01%
14
+5
PRZO icon
4161
ParaZero Technologies
PRZO
$15M
$263 ﹤0.01%
341
COOK icon
4162
Traeger
COOK
$201M
$261 ﹤0.01%
9
+4
XNET
4163
Xunlei
XNET
$316M
$261 ﹤0.01%
+47
CTEV
4164
Claritev Corp
CTEV
$502M
$261 ﹤0.01%
+16
PMI
4165
Picard Medical
PMI
$17M
$259 ﹤0.01%
+248
METCB icon
4166
Ramaco Resources Class B
METCB
$630M
$255 ﹤0.01%
25
JKS
4167
JinkoSolar
JKS
$1.02B
$254 ﹤0.01%
10
PDLB icon
4168
Ponce Financial Group
PDLB
$467M
$251 ﹤0.01%
15
+7
MCB icon
4169
Metropolitan Bank Holding Corp
MCB
$1.15B
$250 ﹤0.01%
+3
GBFH
4170
GBank Financial Holdings
GBFH
$428M
$241 ﹤0.01%
9
+7
EDN
4171
Edenor
EDN
$1.22B
$240 ﹤0.01%
8
-2
HNVR icon
4172
Hanover Bancorp
HNVR
$167M
$237 ﹤0.01%
11
+1
NPCE icon
4173
Neuropace
NPCE
$533M
$237 ﹤0.01%
+18
METC icon
4174
Ramaco Resources Class A
METC
$914M
$232 ﹤0.01%
15
+5
LVWR icon
4175
LiveWire
LVWR
$231M
$226 ﹤0.01%
136
+124