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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
HLIO icon
2701
Helios Technologies
HLIO
$2.99B
$14.5K ﹤0.01%
224
-30
NRIM icon
2702
Northrim BanCorp
NRIM
$561M
$14.5K ﹤0.01%
633
+34
SATL icon
2703
Satellogic
SATL
$894M
$14.5K ﹤0.01%
2,661
+2,651
PRDO icon
2704
Perdoceo Education
PRDO
$2.01B
$14.5K ﹤0.01%
389
-9
NECB icon
2705
Northeast Community Bancorp
NECB
$356M
$14.5K ﹤0.01%
608
-32
WEAV icon
2706
Weave Communications
WEAV
$414M
$14.4K ﹤0.01%
3,123
+2,653
ATMU icon
2707
Atmus Filtration Technologies
ATMU
$4.23B
$14.4K ﹤0.01%
254
+152
BMRC icon
2708
Bank of Marin Bancorp
BMRC
$418M
$14.4K ﹤0.01%
561
-45
MEI icon
2709
Methode Electronics
MEI
$497M
$14.4K ﹤0.01%
2,601
-450
FINV
2710
FinVolution Group
FINV
$1.1B
$14.4K ﹤0.01%
2,996
+1,919
APLD icon
2711
Applied Digital
APLD
$13.3B
$14.3K ﹤0.01%
604
+489
INTA icon
2712
Intapp
INTA
$1.7B
$14.3K ﹤0.01%
556
+50
WTTR icon
2713
Select Water Solutions
WTTR
$2.2B
$14.3K ﹤0.01%
932
+141
XRN
2714
Chiron Real Estate Inc
XRN
$465M
$14.3K ﹤0.01%
431
+21
NG icon
2715
NovaGold Resources
NG
$3.42B
$14.3K ﹤0.01%
1,587
+1,046
TREE icon
2716
LendingTree
TREE
$545M
$14.2K ﹤0.01%
332
+89
HEDJ icon
2717
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.88B
$14.2K ﹤0.01%
272
PCY icon
2718
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.42B
$14.2K ﹤0.01%
681
-102
MDYV icon
2719
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.63B
$14.2K ﹤0.01%
166
+83
EVV
2720
Eaton Vance Limited Duration Income Fund
EVV
$1.06B
$14.2K ﹤0.01%
1,500
LABU icon
2721
Direxion Daily S&P Biotech Bull 3X ETF
LABU
$584M
$14.1K ﹤0.01%
85
+75
MDGL icon
2722
Madrigal Pharmaceuticals
MDGL
$11.7B
$14.1K ﹤0.01%
27
+22
TRMD icon
2723
TORM
TRMD
$3.01B
$14.1K ﹤0.01%
506
+181
ANRO icon
2724
Alto Neuroscience
ANRO
$798M
$14.1K ﹤0.01%
628
-33
ALCO icon
2725
Alico
ALCO
$299M
$14.1K ﹤0.01%
342
+1