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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
AMR icon
2526
Alpha Metallurgical Resources
AMR
$2.26B
$19.1K ﹤0.01%
93
+5
ORLA
2527
Orla Mining
ORLA
$3.53B
$19.1K ﹤0.01%
1,181
+1,102
LNN icon
2528
Lindsay Corp
LNN
$1.21B
$18.8K ﹤0.01%
158
+95
EIG icon
2529
Employers Holdings
EIG
$862M
$18.8K ﹤0.01%
457
-56
RUSHB icon
2530
Rush Enterprises Class B
RUSHB
$5.63B
$18.8K ﹤0.01%
292
+9
MATW icon
2531
Matthews International
MATW
$822M
$18.7K ﹤0.01%
726
+50
SLVM icon
2532
Sylvamo
SLVM
$1.53B
$18.7K ﹤0.01%
443
-305
SD icon
2533
SandRidge Energy
SD
$518M
$18.7K ﹤0.01%
1,147
+522
NUS icon
2534
Nu Skin
NUS
$245M
$18.7K ﹤0.01%
2,563
+583
KYMR icon
2535
Kymera Therapeutics
KYMR
$8.52B
$18.7K ﹤0.01%
224
-53
UUUU icon
2536
Energy Fuels
UUUU
$3.97B
$18.6K ﹤0.01%
1,019
+236
CHAT icon
2537
Roundhill Generative AI & Technology ETF
CHAT
$2.27B
$18.6K ﹤0.01%
300
ZD icon
2538
Ziff Davis
ZD
$1.7B
$18.5K ﹤0.01%
442
-17
UHAL icon
2539
U-Haul Holding Co
UHAL
$11.8B
$18.5K ﹤0.01%
388
-494
HBCP icon
2540
Home Bancorp
HBCP
$524M
$18.5K ﹤0.01%
306
+86
ARVN icon
2541
Arvinas
ARVN
$492M
$18.5K ﹤0.01%
1,748
+90
CUK
2542
DELISTED
Carnival PLC
CUK
$18.5K ﹤0.01%
719
-261
YELP icon
2543
Yelp
YELP
$1.26B
$18.5K ﹤0.01%
747
+388
NVTS icon
2544
Navitas Semiconductor
NVTS
$5.81B
$18.5K ﹤0.01%
2,107
+319
NUVB icon
2545
Nuvation Bio
NUVB
$1.97B
$18.5K ﹤0.01%
4,301
+312
PRGO icon
2546
Perrigo
PRGO
$1.4B
$18.4K ﹤0.01%
1,715
-173
JBTM
2547
JBT Marel
JBTM
$6.9B
$18.4K ﹤0.01%
144
+26
SUZ icon
2548
Suzano
SUZ
$10.2B
$18.4K ﹤0.01%
1,833
+385
PRVA icon
2549
Privia Health
PRVA
$3B
$18.3K ﹤0.01%
890
+321
NRC icon
2550
NRC Health Common Stock
NRC
$430M
$18.3K ﹤0.01%
1,078
-19