EWA
SWIM icon

EverSource Wealth Advisors’s Latham Group SWIM Stock Holding History

EverSource Wealth Advisors’s Portfolio SWIM Stock Details SWIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$300 Sell
56
-79
-59% -$503 ﹤0.01% 4143
2025
Q4 		$857 Sell
135
-31
-19% -$217 ﹤0.01% 3749
2025
Q3 		$1.26K Buy
166
+35
+27% +$258 ﹤0.01% 3687
2025
Q2 		$836 Buy
131
+124
+1,771% +$721 ﹤0.01% 3775
2025
Q1 		$45 Sell
7
-5
-42% -$34 ﹤0.01% 3906
2024
Q4 		$84 Buy
+12
New +$80 ﹤0.01% 3577
2023
Q1 		– Sell
-2,432
Closed -$7.83K – 2529
2022
Q4 		$7.83K Buy
+2,432
New +$8.77K ﹤0.01% 1422
2022
Q3 		– Sell
-238
Closed -$2K – 2130
2022
Q2 		$2K Hold
238
– – ﹤0.01% 1570
2022
Q1 		$3K Buy
+238
New +$3.96K ﹤0.01% 1453

Other funds holding SWIM

PCM
Pamplona Capital Management New York $473M AUM 3.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AAM
ACK Asset Management Greenwich, Connecticut $801M AUM 60.42% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
FG
Formula Growth Montreal, Quebec, Canada $222M AUM 27.84% 1-Year Est. Return