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EWA

EverSource Wealth Advisors Portfolio holdings

AUM $2.97B
1-Year Est. Return 28.74%
This Fund
S&P 500
This Quarter Est. Return
+5.42%
1 Year Est. Return
+28.74%
3 Year Est. Return
+89.7%
5 Year Est. Return
10 Year Est. Return
AUM
$907M
AUM Growth
+$104M
Cap. Flow
+$67M
Cap. Flow %
7.39%
Top 10 Hldgs %
23.93%
Holding
2,650
New
269
Increased
901
Reduced
660
Closed
157

Sector Composition

Rank Sector Weight
1 Technology 11.42%
2 Consumer Discretionary 6.76%
3 Financials 6.71%
4 Industrials 4.71%
5 Healthcare 4.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
TCRT icon
2476
Alaunos Therapeutics
TCRT
$4.71M
0
CNVS icon
2477
Cineverse
CNVS
$59.9M
$19 ﹤0.01%
10
IDEX
2478
DELISTED
Ideanomics, Inc. Common Stock
IDEX
$17 ﹤0.01%
2
BSQR
2479
DELISTED
BSQUARE Corporation
BSQR
$13 ﹤0.01%
10
ARKQ icon
2480
ARK Autonomous Technology & Robotics ETF
ARKQ
$2.05B
0
BLIN icon
2481
Bridgeline Digital
BLIN
$15M
$11 ﹤0.01%
9
QNST icon
2482
QuinStreet
QNST
$894M
$9 ﹤0.01%
1
-549
-100% -$5.54K
WKHS icon
2483
Workhorse Group
WKHS
$37.3M
0
FRC
2484
DELISTED
First Republic Bank
FRC
$8 ﹤0.01%
15
-79
-84% -$965
PETZ icon
2485
TDH Holdings
PETZ
$12.2M
$6 ﹤0.01%
+5
New +$6
SVRN
2486
OceanPal Inc
SVRN
$11.5M
0
CONN
2487
DELISTED
Conn's Inc.
CONN
$4 ﹤0.01%
1
IZEA icon
2488
IZEA Worldwide
IZEA
$62M
$2 ﹤0.01%
1
-1
-50% -$3
AQB icon
2489
AquaBounty Technologies
AQB
$4.58M
0
ACIW icon
2490
ACI Worldwide
ACIW
$5.77B
-25
Closed -$675
ACRE
2491
Ares Commercial Real Estate
ACRE
$264M
-85
Closed -$773
ADTN icon
2492
Adtran
ADTN
$719M
-118
Closed -$1.87K
ADV icon
2493
Advantage Solutions
ADV
$540M
-40
Closed -$1.6K
AGIO icon
2494
Agios Pharmaceuticals
AGIO
$1.87B
-56
Closed -$1.29K
AHCO icon
2495
AdaptHealth
AHCO
$873M
-29
Closed -$360
ALLO icon
2496
Allogene Therapeutics
ALLO
$649M
-652
Closed -$3.22K
AMCX icon
2497
AMC Global Media
AMCX
$487M
-338
Closed -$5.94K
ARI
2498
Apollo Commercial Real Estate
ARI
$894M
-273
Closed -$2.54K
ARKG icon
2499
ARK Genomic Revolution ETF
ARKG
$1.64B
-20
Closed -$601
ASB icon
2500
Associated Banc-Corp
ASB
$6.03B
-187
Closed -$3.36K

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EverSource Wealth Advisors's Q2 2023 Portfolio in Review

As of Q2 2023, EverSource Wealth Advisors held 2,650 positions worth $907M, up 13% from $803M the previous quarter. Its ten largest holdings account for 24% of the portfolio.

EverSource Wealth Advisors deployed $67M of net new capital in Q2 2023, opening 269 new positions and adding to 901 existing holdings. Its largest new stake was Berkshire Hathaway Class A: 3 shares worth $1.55M.

By sector, the portfolio is most concentrated in Technology at 11% of assets, up from 10% a quarter earlier, followed by Consumer Discretionary and Financials.

On the sell side, the largest reduction was iShares MSCI Global Metals & Mining Producers ETF, an estimated $2.99M trimmed.

  • EverSource Wealth Advisors's largest Q2 2023 buy was Berkshire Hathaway Class A: 3 shares worth $1.55M.
  • EverSource Wealth Advisors added most to State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2023, an estimated $5.63M increase.
  • EverSource Wealth Advisors's biggest Q2 2023 reduction was iShares MSCI Global Metals & Mining Producers ETF, cutting an estimated $2.99M.
  • EverSource Wealth Advisors fully exited iShares 1-3 Year Treasury Bond ETF in Q2 2023, selling an estimated $5.71M.
  • EverSource Wealth Advisors's ten largest holdings make up 24% of its $907M portfolio in Q2 2023.
  • EverSource Wealth Advisors opened 269 new positions and closed 157 in Q2 2023.
  • EverSource Wealth Advisors's portfolio value rose 13% quarter-over-quarter to $907M.

Based on EverSource Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.