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
$2.53B
AUM Growth
+$314M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,514
New
Increased
Reduced
Closed

Top Sells

1 +$6.83M
2 +$3.31M
3 +$2.99M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$2.25M
5
PLTR icon
Palantir
PLTR
+$2.09M

Sector Composition

1 Technology 12.85%
2 Financials 7.7%
3 Consumer Discretionary 5.5%
4 Industrials 3.53%
5 Communication Services 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CXDO icon
4276
Crexendo
CXDO
$208M
$20 ﹤0.01%
+3
KLC
4277
KinderCare Learning Companies
KLC
$264M
$20 ﹤0.01%
3
-180
MLP icon
4278
Maui Land & Pineapple Co
MLP
$313M
$19 ﹤0.01%
1
-2
ASUR icon
4279
Asure Software
ASUR
$243M
$16 ﹤0.01%
2
-692
WHG icon
4280
Westwood Holdings Group
WHG
$153M
$16 ﹤0.01%
+1
BBDO icon
4281
Banco Bradesco
BBDO
$33.7B
$15 ﹤0.01%
5
-3,625
CAN
4282
Canaan Creative
CAN
$297M
$15 ﹤0.01%
17
PMTS icon
4283
CPI Card Group
PMTS
$161M
$15 ﹤0.01%
1
-24
XTIA icon
4284
XTI Aerospace
XTIA
$74.9M
$15 ﹤0.01%
+10
IPSC icon
4285
Century Therapeutics
IPSC
$426M
$14 ﹤0.01%
28
-427
SMXT icon
4286
Solarmax Technology
SMXT
$41.2M
$14 ﹤0.01%
13
-99
ADAP
4287
DELISTED
Adaptimmune Therapeutics
ADAP
$13 ﹤0.01%
+100
CSPI icon
4288
CSP Inc
CSPI
$84.2M
$12 ﹤0.01%
+1
TBI
4289
Trueblue
TBI
$109M
$12 ﹤0.01%
2
-17
MAGN
4290
Magnera Corp
MAGN
$322M
$12 ﹤0.01%
1
-6
BBIN icon
4291
JPMorgan BetaBuilders International Equity ETF
BBIN
$5.85B
-284
DLHC icon
4292
DLH Holdings
DLHC
$84.8M
$11 ﹤0.01%
2
-9
RBKB icon
4293
Rhinebeck Bancorp
RBKB
$173M
$11 ﹤0.01%
+1
CBLL
4294
CeriBell Inc
CBLL
$715M
$11 ﹤0.01%
1
-8
RELL icon
4295
Richardson Electronics
RELL
$164M
$10 ﹤0.01%
+1
ILLR
4296
DELISTED
Triller Group Inc
ILLR
$10 ﹤0.01%
+12
ILAG icon
4297
Intelligent Living
ILAG
$4.97M
$10 ﹤0.01%
2
JFIN
4298
Jiayin Group
JFIN
$280M
$10 ﹤0.01%
+1
JBIO
4299
Jade Biosciences
JBIO
$685M
$9 ﹤0.01%
1
-6
CRESY
4300
Cresud
CRESY
$870M
$9 ﹤0.01%
+1