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
$2.71B
AUM Growth
+$187M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,506
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$16.6M
3
+$11.4M
4
APO icon
Apollo Global Management
APO
+$8.93M
5
FENI icon
Fidelity Enhanced International ETF
FENI
+$7.4M

Top Sells

1
+$8.36M
2
+$6.91M
3
+$5.91M
4
DIHP icon
Dimensional International High Profitability ETF
DIHP
+$3.55M
5
PPA icon
Invesco Aerospace & Defense ETF
PPA
+$2.71M

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
FIHL icon
2376
Fidelis Insurance
FIHL
$1.65B
$20.2K ﹤0.01%
1,030
+312
ALRS icon
2377
Alerus Financial
ALRS
$610M
$20.1K ﹤0.01%
894
+140
QNST icon
2378
QuinStreet
QNST
$686M
$19.9K ﹤0.01%
1,386
-301
HGTY icon
2379
Hagerty
HGTY
$1.07B
$19.9K ﹤0.01%
1,481
+23
NAT icon
2380
Nordic American Tanker
NAT
$1.16B
$19.9K ﹤0.01%
5,783
+1,973
HIMS icon
2381
Hims & Hers Health
HIMS
$5.12B
$19.9K ﹤0.01%
612
-386
STOK icon
2382
Stoke Therapeutics
STOK
$1.98B
$19.7K ﹤0.01%
622
+605
AVSC icon
2383
Avantis US Small Cap Equity ETF
AVSC
$2.35B
$19.7K ﹤0.01%
336
BWXT icon
2384
BWX Technologies
BWXT
$18.7B
$19.7K ﹤0.01%
114
-22
UVSP icon
2385
Univest Financial
UVSP
$949M
$19.7K ﹤0.01%
601
+17
ARVN icon
2386
Arvinas
ARVN
$660M
$19.7K ﹤0.01%
1,658
BBUC
2387
Brookfield Business Corp
BBUC
$2.16B
$19.7K ﹤0.01%
548
+343
WPP icon
2388
WPP
WPP
$3.31B
$19.7K ﹤0.01%
875
+427
SLGN icon
2389
Silgan Holdings
SLGN
$4.06B
$19.6K ﹤0.01%
485
-168
CMPS
2390
Compass Pathways
CMPS
$606M
$19.6K ﹤0.01%
2,834
ACVA icon
2391
ACV Auctions
ACVA
$837M
$19.5K ﹤0.01%
2,428
+1,517
ADNT icon
2392
Adient
ADNT
$1.61B
$19.4K ﹤0.01%
1,014
-296
CLDT
2393
Chatham Lodging
CLDT
$371M
$19.4K ﹤0.01%
2,852
-863
CVI icon
2394
CVR Energy
CVI
$3.26B
$19.4K ﹤0.01%
763
+165
FPE icon
2395
First Trust Preferred Securities and Income ETF
FPE
$6.32B
$19.4K ﹤0.01%
1,065
WKC icon
2396
World Kinect Corp
WKC
$1.17B
$19.4K ﹤0.01%
828
+115
MBWM icon
2397
Mercantile Bank Corp
MBWM
$868M
$19.4K ﹤0.01%
403
-49
RVLV icon
2398
Revolve Group
RVLV
$1.58B
$19.3K ﹤0.01%
640
+139
ZGN icon
2399
Zegna
ZGN
$2.54B
$19.3K ﹤0.01%
1,880
-187
HYEM icon
2400
VanEck Emerging Markets High Yield Bond ETF
HYEM
$479M
$19.3K ﹤0.01%
968
94 95
96
97 98