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
COMT icon
4201
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
$680M
$93 ﹤0.01%
3
-1
PROK icon
4202
ProKidney
PROK
$287M
$92 ﹤0.01%
38
-979
URG
4203
Ur-Energy
URG
$673M
$91 ﹤0.01%
51
-1,717
TYG
4204
Tortoise Energy Infrastructure Corp
TYG
$932M
$89 ﹤0.01%
2
-66
OESX icon
4205
Orion Energy Systems
OESX
$51M
$88 ﹤0.01%
10
PDLB icon
4206
Ponce Financial Group
PDLB
$387M
$88 ﹤0.01%
+6
BTBT icon
4207
Bit Digital
BTBT
$625M
$87 ﹤0.01%
29
TRVG
4208
trivago
TRVG
$205M
$87 ﹤0.01%
+26
JILL icon
4209
J. Jill
JILL
$249M
$86 ﹤0.01%
5
-2
YANG icon
4210
Direxion Daily FTSE China Bear 3X Shares
YANG
$171M
$86 ﹤0.01%
4
ACR
4211
ACRES Commercial Realty
ACR
$140M
$85 ﹤0.01%
+4
RDHL
4212
Redhill Biopharma
RDHL
$5.73M
$82 ﹤0.01%
+38
SMP icon
4213
Standard Motor Products
SMP
$934M
$82 ﹤0.01%
2
-216
CIG.C icon
4214
CEMIG Ordinary Shares
CIG.C
$8.27B
$79 ﹤0.01%
+29
LUNG icon
4215
Pulmonx
LUNG
$63.9M
$79 ﹤0.01%
49
-354
VHI icon
4216
Valhi
VHI
$414M
$79 ﹤0.01%
5
+3
CFO icon
4217
VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO
$412M
$77 ﹤0.01%
1
TALK icon
4218
Talkspace
TALK
$668M
$77 ﹤0.01%
28
-81
VSDB
4219
Vanguard Short Duration Bond ETF
VSDB
$126M
$77 ﹤0.01%
+1
LPSN icon
4220
LivePerson
LPSN
$35.6M
$74 ﹤0.01%
8
SHV icon
4221
iShares 0-1 Year Treasury Bond ETF
SHV
$19.9B
$70 ﹤0.01%
1
HOWL icon
4222
Werewolf Therapeutics
HOWL
$32.1M
$69 ﹤0.01%
35
-132
SUPV
4223
Grupo Supervielle
SUPV
$1.04B
$69 ﹤0.01%
+14
BTDR icon
4224
Bitdeer Technologies
BTDR
$3.01B
$68 ﹤0.01%
+4
ARL icon
4225
American Realty Investors
ARL
$289M
$67 ﹤0.01%
4
-1