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
ALRS icon
2376
Alerus Financial
ALRS
$650M
$20.1K ﹤0.01%
894
+140
QNST icon
2377
QuinStreet
QNST
$695M
$19.9K ﹤0.01%
1,386
-301
HGTY icon
2378
Hagerty
HGTY
$1.28B
$19.9K ﹤0.01%
1,481
+23
NAT icon
2379
Nordic American Tanker
NAT
$902M
$19.9K ﹤0.01%
5,783
+1,973
HIMS icon
2380
Hims & Hers Health
HIMS
$5.25B
$19.9K ﹤0.01%
612
-386
STOK icon
2381
Stoke Therapeutics
STOK
$1.84B
$19.7K ﹤0.01%
622
+605
AVSC icon
2382
Avantis US Small Cap Equity ETF
AVSC
$2.39B
$19.7K ﹤0.01%
336
BWXT icon
2383
BWX Technologies
BWXT
$18.1B
$19.7K ﹤0.01%
114
-22
UVSP icon
2384
Univest Financial
UVSP
$1.01B
$19.7K ﹤0.01%
601
+17
ARVN icon
2385
Arvinas
ARVN
$861M
$19.7K ﹤0.01%
1,658
BBUC
2386
Brookfield Business Corp
BBUC
$2.54B
$19.7K ﹤0.01%
548
+343
WPP icon
2387
WPP
WPP
$3.96B
$19.7K ﹤0.01%
875
+427
SLGN icon
2388
Silgan Holdings
SLGN
$5.19B
$19.6K ﹤0.01%
485
-168
CMPS
2389
Compass Pathways
CMPS
$596M
$19.6K ﹤0.01%
2,834
ACVA icon
2390
ACV Auctions
ACVA
$1.26B
$19.5K ﹤0.01%
2,428
+1,517
ADNT icon
2391
Adient
ADNT
$2.08B
$19.4K ﹤0.01%
1,014
-296
CLDT
2392
Chatham Lodging
CLDT
$369M
$19.4K ﹤0.01%
2,852
-863
CVI icon
2393
CVR Energy
CVI
$2.48B
$19.4K ﹤0.01%
763
+165
FPE icon
2394
First Trust Preferred Securities and Income ETF
FPE
$6.47B
$19.4K ﹤0.01%
1,065
WKC icon
2395
World Kinect Corp
WKC
$1.55B
$19.4K ﹤0.01%
828
+115
MBWM icon
2396
Mercantile Bank Corp
MBWM
$942M
$19.4K ﹤0.01%
403
-49
RVLV icon
2397
Revolve Group
RVLV
$1.91B
$19.3K ﹤0.01%
640
+139
ZGN icon
2398
Zegna
ZGN
$2.62B
$19.3K ﹤0.01%
1,880
-187
HYEM icon
2399
VanEck Emerging Markets High Yield Bond ETF
HYEM
$441M
$19.3K ﹤0.01%
968
SBLK icon
2400
Star Bulk Carriers
SBLK
$2.58B
$19.2K ﹤0.01%
1,001
+73
94 95
96
97 98