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
TUSK icon
4301
Mammoth Energy Services
TUSK
$103M
$9 ﹤0.01%
4
ELA icon
4302
Envela
ELA
$434M
$8 ﹤0.01%
+1
GAMB icon
4303
Gambling.com
GAMB
$143M
$8 ﹤0.01%
+1
OEC icon
4304
Orion
OEC
$293M
$8 ﹤0.01%
1
-556
TLYS icon
4305
Tilly's
TLYS
$122M
$8 ﹤0.01%
4
-25
CPSS icon
4306
Consumer Portfolio Services
CPSS
$168M
$8 ﹤0.01%
+1
LNAI
4307
Lunai Bioworks
LNAI
$9.93M
$7 ﹤0.01%
5
-41
REAX icon
4308
Real Brokerage
REAX
$518M
$4 ﹤0.01%
1
-17
XIN
4309
DELISTED
Xinyuan Real Estate
XIN
$4 ﹤0.01%
2
RILY icon
4310
BRC Group Holdings
RILY
$253M
$3 ﹤0.01%
1
-23
ATLN
4311
Atlantic International
ATLN
$264M
$3 ﹤0.01%
+1
ATOS icon
4312
Atossa Therapeutics
ATOS
$48.3M
-15
NOVA
4313
DELISTED
Sunnova Energy
NOVA
$1 ﹤0.01%
1,822
TXMD icon
4314
TherapeuticsMD
TXMD
$26.7M
$1 ﹤0.01%
1
WKHS icon
4315
Workhorse Group
WKHS
$29.1M
0
HCWC
4316
Healthy Choice Wellness
HCWC
$6.73M
$1 ﹤0.01%
1
STR
4317
DELISTED
Sitio Royalties
STR
-602
STTK icon
4318
Shattuck Labs
STTK
$438M
-112
TC
4319
TuanChe
TC
$20.7M
-57
TECL icon
4320
Direxion Daily Technology Bull 3x ETF
TECL
$3.22B
-3,000
TFPN icon
4321
Blueprint Chesapeake Multi-Asset Trend ETF
TFPN
$139M
-335
UCON icon
4322
First Trust Smith Unconstrained Bond ETF
UCON
$3.23B
-378
WANT icon
4323
Direxion Daily Consumer Discretionary Bull 3X ETF
WANT
$17M
-4,800
WBA
4324
DELISTED
Walgreens Boots Alliance
WBA
-5,623
XMMO icon
4325
Invesco S&P MidCap Momentum ETF
XMMO
$5.59B
-333