EWA

EverSource Wealth Advisors Portfolio holdings

AUM $2.53B
1-Year Est. Return 23.79%
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 12.86%
2 Financials 7.68%
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
$83.4M
$9 ﹤0.01%
4
OEC icon
4302
Orion
OEC
$295M
$8 ﹤0.01%
1
-556
TLYS icon
4303
Tilly's
TLYS
$55.2M
$8 ﹤0.01%
4
-25
CPSS icon
4304
Consumer Portfolio Services
CPSS
$209M
$8 ﹤0.01%
+1
ELA icon
4305
Envela
ELA
$326M
$8 ﹤0.01%
+1
GAMB icon
4306
Gambling.com
GAMB
$193M
$8 ﹤0.01%
+1
LNAI
4307
Lunai Bioworks
LNAI
$23.4M
$7 ﹤0.01%
5
-41
REAX icon
4308
Real Brokerage
REAX
$845M
$4 ﹤0.01%
1
-17
XIN
4309
DELISTED
Xinyuan Real Estate
XIN
$4 ﹤0.01%
2
RILY icon
4310
B. Riley Financial
RILY
$114M
$3 ﹤0.01%
1
-23
ATLN
4311
Atlantic International
ATLN
$88.4M
$3 ﹤0.01%
+1
ATOS icon
4312
Atossa Therapeutics
ATOS
$92.3M
$2 ﹤0.01%
2
-219
NOVA
4313
DELISTED
Sunnova Energy
NOVA
$1 ﹤0.01%
1,822
TXMD icon
4314
TherapeuticsMD
TXMD
$19.7M
$1 ﹤0.01%
1
WKHS icon
4315
Workhorse Group
WKHS
$12.9M
$1 ﹤0.01%
1
HCWC
4316
Healthy Choice Wellness
HCWC
$5M
$1 ﹤0.01%
1
RSSB icon
4317
Return Stacked Global Stocks & Bonds ETF
RSSB
$641M
-84
RUNN icon
4318
Strategic Trust Running Oak Efficient Growth ETF
RUNN
$371M
-61
SAGE
4319
DELISTED
Sage Therapeutics
SAGE
-2,782
SCO icon
4320
ProShares UltraShort Bloomberg Crude Oil
SCO
$93.4M
-14,999
SCWO icon
4321
374Water
SCWO
$33.9M
-72
SG icon
4322
Sweetgreen
SG
$858M
-34
SHYF
4323
DELISTED
The Shyft Group
SHYF
-356
SKX
4324
DELISTED
Skechers
SKX
-1,360
SLN
4325
Silence Therapeutics
SLN
$312M
-10