EWA

EverSource Wealth Advisors Portfolio holdings

AUM $2.71B
1-Year Est. Return 23.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.05%
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 +$6.83M
2 +$3.31M
3 +$2.99M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$2.25M
5
PLTR icon
Palantir
PLTR
+$2.09M

Sector Composition

1 Technology 12.85%
2 Financials 7.7%
3 Consumer Discretionary 5.5%
4 Industrials 3.53%
5 Communication Services 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
UHG
4151
DELISTED
United Homes Group
UHG
$136 ﹤0.01%
33
-111
AGGY icon
4152
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
$891M
$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
$621M
$128 ﹤0.01%
11
PRLD icon
4156
Prelude Therapeutics
PRLD
$387M
$128 ﹤0.01%
89
-59
QRHC icon
4157
Quest Resource Holding
QRHC
$24.1M
$128 ﹤0.01%
82
-30
SKYH icon
4158
Sky Harbour Group
SKYH
$342M
$128 ﹤0.01%
13
-46
OLMA icon
4159
Olema Pharmaceuticals
OLMA
$1.3B
$127 ﹤0.01%
13
ERNA icon
4160
Eterna Therapeutics
ERNA
$8.78M
$127 ﹤0.01%
116
EVI icon
4161
EVI Industries
EVI
$258M
$126 ﹤0.01%
4
KRO icon
4162
KRONOS Worldwide
KRO
$839M
$126 ﹤0.01%
+22
NC icon
4163
NACCO Industries
NC
$380M
$126 ﹤0.01%
3
+2
SBC
4164
SBC Medical Group
SBC
$326M
$126 ﹤0.01%
+29
PAMT
4165
PAMT Corp
PAMT
$216M
$125 ﹤0.01%
11
MPX icon
4166
Marine Products Corp
MPX
$309M
$124 ﹤0.01%
14
-3
LNZA icon
4167
LanzaTech
LNZA
$248M
$123 ﹤0.01%
5
-5
ARQ icon
4168
Arq
ARQ
$113M
$122 ﹤0.01%
17
UBFO
4169
DELISTED
United Security Bancshares
UBFO
$121 ﹤0.01%
+13
WEYS icon
4170
Weyco Group
WEYS
$324M
$120 ﹤0.01%
4
-3
TRAK icon
4171
ReposiTrak
TRAK
$186M
$119 ﹤0.01%
8
+4
TCRX icon
4172
TScan Therapeutics
TCRX
$75.7M
$118 ﹤0.01%
65
-5
EZPZ
4173
Franklin Crypto Index ETF
EZPZ
$12M
$116 ﹤0.01%
4
BELFA icon
4174
Bel Fuse Inc Class A
BELFA
$3.38B
$116 ﹤0.01%
1
MPB icon
4175
Mid Penn Bancorp
MPB
$828M
$115 ﹤0.01%
4