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
ATMU icon
2351
Atmus Filtration Technologies
ATMU
$4.82B
$19.9K ﹤0.01%
442
+355
LEGN icon
2352
Legend Biotech
LEGN
$3.23B
$19.9K ﹤0.01%
611
-223
WINA icon
2353
Winmark
WINA
$1.53B
$19.9K ﹤0.01%
40
CRCL
2354
Circle Internet Group
CRCL
$24.3B
$19.9K ﹤0.01%
150
EZU icon
2355
iShare MSCI Eurozone ETF
EZU
$9.09B
$19.9K ﹤0.01%
321
OPLN
2356
Openlane
OPLN
$2.85B
$19.8K ﹤0.01%
689
-278
CTBI icon
2357
Community Trust Bancorp
CTBI
$1.1B
$19.8K ﹤0.01%
354
+22
SXC icon
2358
SunCoke Energy
SXC
$560M
$19.8K ﹤0.01%
2,425
-567
SPHD icon
2359
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.26B
$19.8K ﹤0.01%
400
JOYY
2360
JOYY Inc
JOYY
$2.89B
$19.8K ﹤0.01%
337
-27
CARE icon
2361
Carter Bankshares
CARE
$486M
$19.7K ﹤0.01%
1,015
FPI
2362
Farmland Partners
FPI
$480M
$19.6K ﹤0.01%
1,806
+173
RMR icon
2363
The RMR Group
RMR
$265M
$19.6K ﹤0.01%
1,248
+17
TRS icon
2364
TriMas Corp
TRS
$1.38B
$19.6K ﹤0.01%
508
-76
VRE
2365
Veris Residential
VRE
$1.77B
$19.6K ﹤0.01%
1,290
BAND
2366
Bandwidth Inc
BAND
$541M
$19.6K ﹤0.01%
1,176
-181
CHYM
2367
Chime Financial
CHYM
$6.82B
$19.6K ﹤0.01%
970
FFIC icon
2368
Flushing Financial
FFIC
$506M
$19.5K ﹤0.01%
1,415
+362
ZGN icon
2369
Zegna
ZGN
$2.66B
$19.5K ﹤0.01%
2,067
+1,574
REZI icon
2370
Resideo Technologies
REZI
$5.2B
$19.5K ﹤0.01%
451
-551
PRGO icon
2371
Perrigo
PRGO
$1.29B
$19.5K ﹤0.01%
874
-91
CVGW icon
2372
Calavo Growers
CVGW
$470M
$19.5K ﹤0.01%
756
-158
NFBK icon
2373
Northfield Bancorp
NFBK
$560M
$19.4K ﹤0.01%
1,647
+177
NOVT icon
2374
Novanta
NOVT
$4.23B
$19.4K ﹤0.01%
194
+62
FPE icon
2375
First Trust Preferred Securities and Income ETF
FPE
$6.26B
$19.4K ﹤0.01%
1,065