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
$2.71B
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 7.71%
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
TECX
4176
Tectonic Therapeutic
TECX
$561M
$42 ﹤0.01%
+2
CDRE icon
4177
Cadre Holdings
CDRE
$1.35B
$41 ﹤0.01%
1
-26
MRDN
4178
Meridian Holdings Inc. Common Stock
MRDN
$114M
$41 ﹤0.01%
+51
ARAY icon
4179
Accuray
ARAY
$46.6M
$40 ﹤0.01%
48
-854
VRM icon
4180
Vroom Inc
VRM
$61.5M
$40 ﹤0.01%
2
RDHL
4181
Redhill Biopharma
RDHL
$4.49M
$39 ﹤0.01%
38
PDEX icon
4182
Pro-Dex
PDEX
$149M
$38 ﹤0.01%
1
PESI icon
4183
Perma-Fix Environmental Services
PESI
$218M
$38 ﹤0.01%
3
-16
SPIR icon
4184
Spire Global
SPIR
$404M
$38 ﹤0.01%
5
-15
PPBT
4185
Purple Biotech
PPBT
$3.59M
$37 ﹤0.01%
56
UXIN
4186
Uxin Ltd
UXIN
$701M
$37 ﹤0.01%
11
GOP
4187
Unusual Whales Subversive Republican Trading ETF
GOP
$67.6M
$37 ﹤0.01%
1
-390
DIBS icon
4188
1stdibs.com
DIBS
$195M
$36 ﹤0.01%
6
-52
KIDS icon
4189
OrthoPediatrics
KIDS
$418M
$36 ﹤0.01%
2
-49
VHI icon
4190
Valhi
VHI
$374M
$36 ﹤0.01%
3
-2
VCEL icon
4191
Vericel Corp
VCEL
$1.59B
$36 ﹤0.01%
+1
HTZWW
4192
Hertz Global Holdings Warrants
HTZWW
$173M
$35 ﹤0.01%
13
MTNB icon
4193
Matinas BioPharma
MTNB
$4.1M
$35 ﹤0.01%
60
MLP icon
4194
Maui Land & Pineapple Co
MLP
$305M
$34 ﹤0.01%
2
+1
MYND
4195
Mynd.ai
MYND
$20.1M
$31 ﹤0.01%
+70
WOW
4196
DELISTED
WideOpenWest
WOW
$31 ﹤0.01%
6
-19
ULY
4197
DELISTED
Urgent.ly
ULY
$29 ﹤0.01%
10
AMBQ
4198
Ambiq Micro
AMBQ
$508M
$29 ﹤0.01%
+1
DSGN icon
4199
Design Therapeutics
DSGN
$636M
$28 ﹤0.01%
3
-232
ELA icon
4200
Envela
ELA
$429M
$27 ﹤0.01%
2
+1