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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
$3.27B
AUM Growth
+$559M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,536
New
Increased
Reduced
Closed

Sector Composition

1 Technology 11.37%
2 Financials 6.3%
3 Consumer Discretionary 4.55%
4 Industrials 3.62%
5 Healthcare 2.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
GAIA icon
4226
Gaia
GAIA
$60.2M
$139 ﹤0.01%
+50
RZLT icon
4227
Rezolute
RZLT
$483M
$137 ﹤0.01%
45
+37
QHY
4228
WisdomTree U.S. High Yield Corporate Bond Fund
QHY
$235M
$137 ﹤0.01%
3
PHAT icon
4229
Phathom Pharmaceuticals
PHAT
$868M
$134 ﹤0.01%
12
+7
ELA icon
4230
Envela
ELA
$713M
$133 ﹤0.01%
8
+6
ONEW icon
4231
OneWater Marine
ONEW
$188M
$132 ﹤0.01%
14
+8
IMNM icon
4232
Immunome
IMNM
$2.12B
$131 ﹤0.01%
+6
TRVI icon
4233
Trevi Therapeutics
TRVI
$2.44B
$131 ﹤0.01%
+11
AGGY icon
4234
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
$876M
$130 ﹤0.01%
3
MDWD icon
4235
MediWound
MDWD
$183M
$129 ﹤0.01%
+8
JANX icon
4236
Janux Therapeutics
JANX
$867M
$126 ﹤0.01%
9
-47
AKA icon
4237
a.k.a. Brands
AKA
$98.5M
$124 ﹤0.01%
12
FRD icon
4238
Friedman Industries
FRD
$266M
$124 ﹤0.01%
7
+2
STRS icon
4239
Stratus Properties
STRS
$233M
$123 ﹤0.01%
4
+1
MPLT
4240
MapLight Therapeutics
MPLT
$1.31B
$122 ﹤0.01%
+6
SGC icon
4241
Superior Group of Companies
SGC
$214M
$121 ﹤0.01%
12
+6
LPA
4242
Logistic Properties of the Americas
LPA
$113M
$121 ﹤0.01%
37
+21
SNWV
4243
SANUWAVE Health Inc
SNWV
$79.2M
$121 ﹤0.01%
+7
FTSM icon
4244
First Trust Enhanced Short Maturity ETF
FTSM
$6.52B
$120 ﹤0.01%
2
-16,033
HQI icon
4245
HireQuest
HQI
$176M
$120 ﹤0.01%
+12
YANG icon
4246
Direxion Daily FTSE China Bear 3X ETF
YANG
$119M
$117 ﹤0.01%
4
EMPB
4247
Efficient Market Portfolio Plus ETF
EMPB
$22.5M
$117 ﹤0.01%
+4
BLNK icon
4248
Blink Charging
BLNK
$93.4M
$113 ﹤0.01%
200
LGN
4249
Legence Corp
LGN
$6.58B
$113 ﹤0.01%
+2
DHS icon
4250
WisdomTree US High Dividend Fund
DHS
$1.47B
$109 ﹤0.01%
1