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
EPM icon
4176
Evolution Petroleum
EPM
$163M
$42 ﹤0.01%
12
-120
CDRE icon
4177
Cadre Holdings
CDRE
$1.29B
$41 ﹤0.01%
1
-26
MRDN
4178
Meridian Holdings Inc
MRDN
$155M
$41 ﹤0.01%
+4
VRM icon
4179
Vroom Inc
VRM
$53M
$40 ﹤0.01%
2
ARAY icon
4180
Accuray
ARAY
$43.5M
$40 ﹤0.01%
48
-854
RDHL
4181
Redhill Biopharma
RDHL
$5.19M
$39 ﹤0.01%
38
PDEX icon
4182
Pro-Dex
PDEX
$214M
$38 ﹤0.01%
1
PESI icon
4183
Perma-Fix Environmental Services
PESI
$217M
$38 ﹤0.01%
3
-16
SPIR icon
4184
Spire Global
SPIR
$776M
$38 ﹤0.01%
5
-15
PPBT
4185
Purple Biotech
PPBT
$2.88M
$37 ﹤0.01%
6
UXIN
4186
Uxin Ltd
UXIN
$497M
$37 ﹤0.01%
11
GOP
4187
Unusual Whales Subversive Republican Trading ETF
GOP
$80.9M
$37 ﹤0.01%
1
-390
DIBS icon
4188
1stdibs.com
DIBS
$149M
$36 ﹤0.01%
6
-52
KIDS icon
4189
OrthoPediatrics
KIDS
$465M
$36 ﹤0.01%
2
-49
VCEL icon
4190
Vericel Corp
VCEL
$1.82B
$36 ﹤0.01%
+1
VHI icon
4191
Valhi
VHI
$410M
$36 ﹤0.01%
3
-2
HTZWW
4192
Hertz Global Holdings Warrants
HTZWW
$214M
$35 ﹤0.01%
13
MTNB icon
4193
Matinas BioPharma
MTNB
$5.12M
$35 ﹤0.01%
60
MLP icon
4194
Maui Land & Pineapple Co
MLP
$345M
$34 ﹤0.01%
2
+1
MYND
4195
Mynd.ai
MYND
$21.3M
$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
$1.82B
$29 ﹤0.01%
+1
DSGN icon
4199
Design Therapeutics
DSGN
$672M
$28 ﹤0.01%
3
-232
ELA icon
4200
Envela
ELA
$644M
$27 ﹤0.01%
2
+1