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
$2.53B
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
BTG icon
2176
B2Gold
BTG
$6.76B
$25.3K ﹤0.01%
5,113
+1,679
CMBT
2177
CMB.TECH NV
CMBT
$3.62B
$25.3K ﹤0.01%
2,695
+806
BBW icon
2178
Build-A-Bear
BBW
$718M
$25.3K ﹤0.01%
388
+56
DEA
2179
Easterly Government Properties
DEA
$1.11B
$25.3K ﹤0.01%
1,103
-27
SMG icon
2180
ScottsMiracle-Gro
SMG
$3.85B
$25.3K ﹤0.01%
444
-83
ALDX icon
2181
Aldeyra Therapeutics
ALDX
$333M
$25.3K ﹤0.01%
4,840
+291
ACAD icon
2182
Acadia Pharmaceuticals
ACAD
$3.99B
$25.2K ﹤0.01%
1,183
+215
CIB icon
2183
Grupo Cibest SA
CIB
$18.7B
$25.2K ﹤0.01%
486
+20
UCTT
2184
Ultra Clean Holdings
UCTT
$2.19B
$25.2K ﹤0.01%
926
+554
ACHC icon
2185
Acadia Healthcare
ACHC
$1.21B
$25.2K ﹤0.01%
1,019
-385
BWXT icon
2186
BWX Technologies
BWXT
$18B
$25.1K ﹤0.01%
136
+17
RAMP icon
2187
LiveRamp
RAMP
$1.47B
$25.1K ﹤0.01%
924
+120
SHLD icon
2188
Global X Defense Tech ETF
SHLD
$7.1B
$25.1K ﹤0.01%
357
+334
GRBK icon
2189
Green Brick Partners
GRBK
$3.29B
$25K ﹤0.01%
339
MNDY icon
2190
monday.com
MNDY
$5.05B
$25K ﹤0.01%
129
-21
XSMO icon
2191
Invesco S&P SmallCap Momentum ETF
XSMO
$2.33B
$25K ﹤0.01%
340
+1
PCH
2192
DELISTED
PotlatchDeltic
PCH
$25K ﹤0.01%
613
+29
BIO icon
2193
Bio-Rad Laboratories Class A
BIO
$8.13B
$25K ﹤0.01%
89
+23
CLDT
2194
Chatham Lodging
CLDT
$367M
$24.9K ﹤0.01%
3,715
+384
EQBK icon
2195
Equity Bancshares
EQBK
$1.01B
$24.9K ﹤0.01%
612
+25
WAVE
2196
Eco Wave Power Global
WAVE
$26.8M
$24.9K ﹤0.01%
2,911
+176
TCBK icon
2197
TriCo Bancshares
TCBK
$1.69B
$24.8K ﹤0.01%
559
-5
JAMF
2198
DELISTED
Jamf
JAMF
$24.8K ﹤0.01%
2,320
+152
CWH icon
2199
Camping World
CWH
$856M
$24.8K ﹤0.01%
1,572
+455
APPN icon
2200
Appian
APPN
$1.86B
$24.8K ﹤0.01%
811
+599