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
CERY
4276
State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF
CERY
$947M
-49
XCH
4277
XCHG Ltd
XCH
$71.3M
-523
MDCX
4278
Medicus Pharma
MDCX
$11.4M
-300
NAMI
4279
Jinxin Technology Holding
NAMI
$48.9M
-898
LUCK
4280
Lucky Strike Entertainment
LUCK
$1.06B
-11
PHLT
4281
DELISTED
Performant Healthcare Inc
PHLT
-507
SHLT
4282
DELISTED
SHL Telemedicine Ltd American Depositary Shares
SHLT
-89
TWOA
4283
DELISTED
two
TWOA
-9
USDP
4284
DELISTED
USD PARTNERS LP
USDP
$0 ﹤0.01%
+39
HEPS
4285
D-Market Electronic Services & Trading
HEPS
$948M
-912
ACU icon
4286
Acme United Corp
ACU
$165M
-44
ADAP
4287
DELISTED
Adaptimmune Therapeutics
ADAP
-100
AGRO icon
4288
Adecoagro
AGRO
$2B
-198
AKRO
4289
DELISTED
Akero Therapeutics
AKRO
-60
AKTX
4290
Akari Therapeutics
AKTX
$5.96M
-44
ALE
4291
DELISTED
Allete
ALE
-1,725
ALVO icon
4292
Alvotech
ALVO
$1.1B
-134
ALXO icon
4293
ALX Oncology
ALXO
$287M
-499
AMZU icon
4294
Direxion Shares ETF Trust Direxion Daily AMZN Bull 2X ETF
AMZU
$295M
-200
AOUT icon
4295
American Outdoor Brands
AOUT
$102M
-363
ARCT icon
4296
Arcturus Therapeutics
ARCT
$188M
-93
ARIS
4297
DELISTED
Aris Water Solutions
ARIS
-180
ATHE
4298
Alterity Therapeutics
ATHE
$59.6M
-177
BNED icon
4299
Barnes & Noble Education
BNED
$303M
-24
SLMT
4300
Brera Holdings
SLMT
$64.3M
-150