EWA

EverSource Wealth Advisors Portfolio holdings

AUM $2.53B
1-Year Est. Return 23.79%
This Fund
S&P 500
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 12.85%
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
UHG icon
4151
United Homes Group
UHG
$119M
$136 ﹤0.01%
33
-111
AGGY icon
4152
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
$883M
$133 ﹤0.01%
3
-196
ZYXI
4153
DELISTED
Zynex
ZYXI
$131 ﹤0.01%
90
-69
WOW
4154
DELISTED
WideOpenWest
WOW
$129 ﹤0.01%
25
-137
CRMD icon
4155
CorMedix
CRMD
$640M
$128 ﹤0.01%
11
PRLD icon
4156
Prelude Therapeutics
PRLD
$144M
$128 ﹤0.01%
89
-59
QRHC icon
4157
Quest Resource Holding
QRHC
$43.4M
$128 ﹤0.01%
82
-30
SKYH icon
4158
Sky Harbour Group
SKYH
$317M
$128 ﹤0.01%
13
-46
ERNA icon
4159
Eterna Therapeutics
ERNA
$7.22M
$127 ﹤0.01%
116
OLMA icon
4160
Olema Pharmaceuticals
OLMA
$2.1B
$127 ﹤0.01%
13
EVI icon
4161
EVI Industries
EVI
$329M
$126 ﹤0.01%
4
KRO icon
4162
KRONOS Worldwide
KRO
$678M
$126 ﹤0.01%
+22
NC icon
4163
NACCO Industries
NC
$412M
$126 ﹤0.01%
3
+2
SBC
4164
SBC Medical Group
SBC
$466M
$126 ﹤0.01%
+29
PAMT
4165
PAMT Corp
PAMT
$269M
$125 ﹤0.01%
11
MPX icon
4166
Marine Products Corp
MPX
$347M
$124 ﹤0.01%
14
-3
LNZA icon
4167
LanzaTech
LNZA
$115M
$123 ﹤0.01%
5
-5
ARQ icon
4168
Arq
ARQ
$151M
$122 ﹤0.01%
17
UBFO icon
4169
United Security Bancshares
UBFO
$197M
$121 ﹤0.01%
+13
WEYS icon
4170
Weyco Group
WEYS
$305M
$120 ﹤0.01%
4
-3
TRAK icon
4171
ReposiTrak
TRAK
$190M
$119 ﹤0.01%
8
+4
TCRX icon
4172
TScan Therapeutics
TCRX
$56.5M
$118 ﹤0.01%
65
-5
BELFA icon
4173
Bel Fuse Inc Class A
BELFA
$2.52B
$116 ﹤0.01%
1
EZPZ
4174
Franklin Crypto Index ETF
EZPZ
$8.78M
$116 ﹤0.01%
4
MPB icon
4175
Mid Penn Bancorp
MPB
$789M
$115 ﹤0.01%
4