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
$2.71B
AUM Growth
+$187M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,507
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$16.6M
3
+$11.4M
4
APO icon
Apollo Global Management
APO
+$9.74M
5
FENI icon
Fidelity Enhanced International ETF
FENI
+$7.57M

Top Sells

1
+$8.39M
2
+$6.99M
3
+$5.8M
4
DIHP icon
Dimensional International High Profitability ETF
DIHP
+$3.62M
5
PPA icon
Invesco Aerospace & Defense ETF
PPA
+$2.76M

Sector Composition

1 Technology 12.23%
2 Financials 7.71%
3 Consumer Discretionary 5.31%
4 Industrials 3.51%
5 Communication Services 3.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ACMR icon
1951
ACM Research
ACMR
$3.53B
$37.3K ﹤0.01%
945
-119
LYTS icon
1952
LSI Industries
LYTS
$683M
$37.2K ﹤0.01%
2,029
-755
GSL icon
1953
Global Ship Lease
GSL
$1.27B
$37K ﹤0.01%
1,057
+68
MSM icon
1954
MSC Industrial Direct
MSM
$5.3B
$37K ﹤0.01%
440
-86
FBNC icon
1955
First Bancorp
FBNC
$2.53B
$37K ﹤0.01%
728
+8
CAE icon
1956
CAE Inc
CAE
$9.75B
$36.8K ﹤0.01%
1,211
-646
BRX icon
1957
Brixmor Property Group
BRX
$8.57B
$36.8K ﹤0.01%
1,403
-252
NUGT icon
1958
Direxion Daily Gold Miners Index Bull 2X Shares
NUGT
$1.22B
$36.8K ﹤0.01%
200
ENTG icon
1959
Entegris
ENTG
$16.7B
$36.8K ﹤0.01%
436
-103
EAPR icon
1960
Innovator Emerging Markets Power Buffer ETF April
EAPR
$74.3M
$36.7K ﹤0.01%
1,237
-218
PTMC icon
1961
Pacer Trendpilot US Mid Cap ETF
PTMC
$405M
$36.7K ﹤0.01%
1,028
ARQT icon
1962
Arcutis Biotherapeutics
ARQT
$3.19B
$36.6K ﹤0.01%
1,261
+698
GFF icon
1963
Griffon
GFF
$4.17B
$36.6K ﹤0.01%
497
-51
ICL icon
1964
ICL Group
ICL
$7B
$36.5K ﹤0.01%
6,369
-980
RELY icon
1965
Remitly
RELY
$2.68B
$36.5K ﹤0.01%
2,642
+1,545
SITM icon
1966
SiTime
SITM
$10.8B
$36.4K ﹤0.01%
103
+6
LVHI icon
1967
Franklin International Low Volatility High Dividend Index ETF
LVHI
$4.21B
$36.4K ﹤0.01%
988
+20
SBCF icon
1968
Seacoast Banking Corp of Florida
SBCF
$3.39B
$36.3K ﹤0.01%
1,154
+214
CGMM
1969
Capital Group U.S. Small and Mid Cap ETF
CGMM
$1.43B
$36.2K ﹤0.01%
1,256
+4
SQM icon
1970
Sociedad Química y Minera de Chile
SQM
$20.2B
$36.2K ﹤0.01%
526
-30
NPO icon
1971
Enpro
NPO
$5.39B
$36.2K ﹤0.01%
169
+11
AAMI
1972
Acadian Asset Management
AAMI
$1.73B
$36.1K ﹤0.01%
769
-126
LNTH icon
1973
Lantheus
LNTH
$4.3B
$36.1K ﹤0.01%
543
+67
RGNX icon
1974
Regenxbio
RGNX
$519M
$36.1K ﹤0.01%
2,505
+534
SLVM icon
1975
Sylvamo
SLVM
$1.96B
$36K ﹤0.01%
748
+132
77 78
79
80 81