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
STRL icon
2126
Sterling Infrastructure
STRL
$9.29B
$27.2K ﹤0.01%
80
-1
LITE icon
2127
Lumentum
LITE
$23.9B
$27.2K ﹤0.01%
167
+131
KYN icon
2128
Kayne Anderson Energy Infrastructure Fund
KYN
$1.97B
$27.1K ﹤0.01%
2,195
HOMB icon
2129
Home BancShares
HOMB
$5.64B
$27K ﹤0.01%
955
+253
PX icon
2130
P10
PX
$1.08B
$26.9K ﹤0.01%
2,474
+939
AVTR icon
2131
Avantor
AVTR
$7.55B
$26.9K ﹤0.01%
2,156
-31
MTSI icon
2132
MACOM Technology Solutions
MTSI
$12.8B
$26.9K ﹤0.01%
216
+93
NSSC icon
2133
Napco Security Technologies
NSSC
$1.56B
$26.8K ﹤0.01%
625
+7
NICE icon
2134
Nice
NICE
$6.72B
$26.8K ﹤0.01%
185
+30
FUSB icon
2135
First US Bancshares
FUSB
$75.1M
$26.7K ﹤0.01%
2,161
YORW icon
2136
York Water
YORW
$492M
$26.7K ﹤0.01%
877
+117
REVG icon
2137
REV Group
REVG
$2.95B
$26.6K ﹤0.01%
470
+5
NOG icon
2138
Northern Oil and Gas
NOG
$2.13B
$26.6K ﹤0.01%
1,073
-441
BLBD icon
2139
Blue Bird Corp
BLBD
$1.63B
$26.6K ﹤0.01%
462
+44
Z icon
2140
Zillow
Z
$16.3B
$26.6K ﹤0.01%
345
-9
PD icon
2141
PagerDuty
PD
$1.19B
$26.5K ﹤0.01%
1,605
+1,149
ENR icon
2142
Energizer
ENR
$1.39B
$26.5K ﹤0.01%
1,064
+405
KELYA icon
2143
Kelly Services Class A
KELYA
$321M
$26.4K ﹤0.01%
2,015
+1,135
ASTE icon
2144
Astec Industries
ASTE
$1.06B
$26.4K ﹤0.01%
549
+26
GMED icon
2145
Globus Medical
GMED
$11.6B
$26.3K ﹤0.01%
460
-2
HOG icon
2146
Harley-Davidson
HOG
$2.51B
$26.3K ﹤0.01%
944
+549
STKL
2147
SunOpta
STKL
$454M
$26.3K ﹤0.01%
4,490
-12
ICLR icon
2148
Icon
ICLR
$13.6B
$26.3K ﹤0.01%
150
+61
WRLD icon
2149
World Acceptance Corp
WRLD
$745M
$26.2K ﹤0.01%
155
+20
TFIN icon
2150
Triumph Financial Inc
TFIN
$1.51B
$26.1K ﹤0.01%
522
+209