EWA

EverSource Wealth Advisors Portfolio holdings

AUM $2.71B
1-Year Est. Return 22.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.83%
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
KLC
4276
KinderCare Learning Companies
KLC
$571M
$20 ﹤0.01%
3
-180
CXDO icon
4277
Crexendo
CXDO
$201M
$20 ﹤0.01%
+3
MLP icon
4278
Maui Land & Pineapple Co
MLP
$338M
$19 ﹤0.01%
1
-2
WHG icon
4279
Westwood Holdings Group
WHG
$168M
$16 ﹤0.01%
+1
ASUR icon
4280
Asure Software
ASUR
$247M
$16 ﹤0.01%
2
-692
CAN
4281
Canaan Creative
CAN
$400M
$15 ﹤0.01%
17
XTIA icon
4282
XTI Aerospace
XTIA
$55.9M
$15 ﹤0.01%
+10
PMTS icon
4283
CPI Card Group
PMTS
$147M
$15 ﹤0.01%
1
-24
BBDO icon
4284
Banco Bradesco
BBDO
$37.3B
$15 ﹤0.01%
5
-3,625
SMXT icon
4285
Solarmax Technology
SMXT
$44.6M
$14 ﹤0.01%
13
-99
IPSC icon
4286
Century Therapeutics
IPSC
$149M
$14 ﹤0.01%
28
-427
ADAP
4287
DELISTED
Adaptimmune Therapeutics
ADAP
$13 ﹤0.01%
+100
MAGN
4288
Magnera Corp
MAGN
$529M
$12 ﹤0.01%
1
-6
TBI
4289
Trueblue
TBI
$162M
$12 ﹤0.01%
2
-17
CSPI icon
4290
CSP Inc
CSPI
$107M
$12 ﹤0.01%
+1
CBLL
4291
CeriBell Inc
CBLL
$747M
$11 ﹤0.01%
1
-8
RBKB icon
4292
Rhinebeck Bancorp
RBKB
$142M
$11 ﹤0.01%
+1
DLHC icon
4293
DLH Holdings
DLHC
$85.1M
$11 ﹤0.01%
2
-9
BBIN icon
4294
JPMorgan BetaBuilders International Equity ETF
BBIN
$6.42B
-284
ILLR
4295
DELISTED
Triller Group Inc
ILLR
$10 ﹤0.01%
+12
RELL icon
4296
Richardson Electronics
RELL
$165M
$10 ﹤0.01%
+1
JFIN
4297
Jiayin Group
JFIN
$338M
$10 ﹤0.01%
+1
ILAG icon
4298
Intelligent Living
ILAG
$5.32M
$10 ﹤0.01%
2
JBIO
4299
Jade Biosciences
JBIO
$755M
$9 ﹤0.01%
1
-6
TUSK icon
4300
Mammoth Energy Services
TUSK
$112M
$9 ﹤0.01%
4