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
TUSK icon
4301
Mammoth Energy Services
TUSK
$116M
$9 ﹤0.01%
4
CPSS icon
4302
Consumer Portfolio Services
CPSS
$187M
$8 ﹤0.01%
+1
ELA icon
4303
Envela
ELA
$343M
$8 ﹤0.01%
+1
GAMB icon
4304
Gambling.com
GAMB
$161M
$8 ﹤0.01%
+1
OEC icon
4305
Orion
OEC
$377M
$8 ﹤0.01%
1
-556
TLYS icon
4306
Tilly's
TLYS
$44.2M
$8 ﹤0.01%
4
-25
LNAI
4307
Lunai Bioworks
LNAI
$16.6M
$7 ﹤0.01%
5
-41
REAX icon
4308
Real Brokerage
REAX
$688M
$4 ﹤0.01%
1
-17
XIN
4309
DELISTED
Xinyuan Real Estate
XIN
$4 ﹤0.01%
2
RILY icon
4310
BRC Group Holdings
RILY
$262M
$3 ﹤0.01%
1
-23
ATLN
4311
Atlantic International
ATLN
$257M
$3 ﹤0.01%
+1
ATOS icon
4312
Atossa Therapeutics
ATOS
$47.6M
-15
NOVA
4313
DELISTED
Sunnova Energy
NOVA
$1 ﹤0.01%
1,822
TXMD icon
4314
TherapeuticsMD
TXMD
$27M
$1 ﹤0.01%
1
WKHS icon
4315
Workhorse Group
WKHS
$42.5M
0
HCWC
4316
Healthy Choice Wellness
HCWC
$5.08M
$1 ﹤0.01%
1
FARO
4317
DELISTED
Faro Technologies
FARO
-30
FAS icon
4318
Direxion Daily Financial Bull 3x Shares
FAS
$2.37B
-1,500
FL
4319
DELISTED
Foot Locker
FL
-995
FXL icon
4320
First Trust Technology AlphaDEX Fund
FXL
$1.37B
-43
GB
4321
DELISTED
Global Blue Group Holding
GB
-872
GBIO icon
4322
Generation Bio
GBIO
$38.4M
-39
GBUY
4323
DELISTED
Goldman Sachs Future Consumer Equity ETF
GBUY
-301
GDYN icon
4324
Grid Dynamics Holdings
GDYN
$607M
-10
GEOS icon
4325
Geospace Technologies
GEOS
$232M
-16