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EWA

EverSource Wealth Advisors Portfolio holdings

AUM $3.27B
1-Year Est. Return 23.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.27B
AUM Growth
+$559M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,536
New
Increased
Reduced
Closed

Sector Composition

1 Technology 11.37%
2 Financials 6.3%
3 Consumer Discretionary 4.55%
4 Industrials 3.62%
5 Healthcare 2.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SPHD icon
2501
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.28B
$19.8K ﹤0.01%
400
TMFS icon
2502
Motley Fool Small-Cap Growth ETF
TMFS
$59.4M
$19.8K ﹤0.01%
620
WMK icon
2503
Weis Markets
WMK
$1.94B
$19.8K ﹤0.01%
290
+181
BOAT icon
2504
SonicShares Global Shipping ETF
BOAT
$73.9M
$19.8K ﹤0.01%
489
TDAY
2505
USA Today Co
TDAY
$1.14B
$19.8K ﹤0.01%
2,807
+62
SDVY icon
2506
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$11.1B
$19.7K ﹤0.01%
500
ALRS icon
2507
Alerus Financial
ALRS
$754M
$19.7K ﹤0.01%
831
-63
CNR
2508
Core Natural Resources Inc
CNR
$4.11B
$19.7K ﹤0.01%
188
-94
MLR icon
2509
Miller Industries
MLR
$569M
$19.7K ﹤0.01%
432
-280
AIP icon
2510
Arteris
AIP
$2B
$19.6K ﹤0.01%
1,193
+159
FROG icon
2511
JFrog
FROG
$9.73B
$19.5K ﹤0.01%
415
+85
ADNT icon
2512
Adient
ADNT
$1.61B
$19.4K ﹤0.01%
962
-52
CGON icon
2513
CG Oncology
CGON
$5.68B
$19.4K ﹤0.01%
287
+14
RES icon
2514
RPC Inc
RES
$1.42B
$19.4K ﹤0.01%
2,737
-272
MEOH icon
2515
Methanex
MEOH
$4.06B
$19.4K ﹤0.01%
325
+155
DBRG icon
2516
DigitalBridge
DBRG
$2.91B
$19.3K ﹤0.01%
1,254
+272
TEO icon
2517
Telecom Argentina
TEO
$5.6B
$19.3K ﹤0.01%
1,652
+686
RCKT icon
2518
Rocket Pharmaceuticals
RCKT
$371M
$19.3K ﹤0.01%
5,392
+2,581
PGNY icon
2519
Progyny
PGNY
$2.09B
$19.3K ﹤0.01%
1,135
+734
PEB icon
2520
Pebblebrook Hotel Trust
PEB
$2.14B
$19.2K ﹤0.01%
1,523
+554
WH icon
2521
Wyndham Hotels & Resorts
WH
$6.27B
$19.2K ﹤0.01%
237
-56
SYNA icon
2522
Synaptics
SYNA
$5.62B
$19.2K ﹤0.01%
274
+52
SID icon
2523
Companhia Siderúrgica Nacional
SID
$1.39B
$19.2K ﹤0.01%
15,450
+14,502
AMTB icon
2524
Amerant Bancorp
AMTB
$930M
$19.1K ﹤0.01%
867
+523
HYEM icon
2525
VanEck Emerging Markets High Yield Bond ETF
HYEM
$523M
$19.1K ﹤0.01%
968