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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
STC icon
2726
Stewart Information Services
STC
$2.02B
$14.1K ﹤0.01%
229
+2
WIX icon
2727
WIX.com
WIX
$1.78B
$14.1K ﹤0.01%
156
+32
TV icon
2728
Televisa
TV
$1.58B
$14K ﹤0.01%
4,810
-32
REZI icon
2729
Resideo Technologies
REZI
$4.83B
$14K ﹤0.01%
415
-80
NWGL
2730
CL Workshop Group Ltd
NWGL
$4.13M
$14K ﹤0.01%
16,584
+15,437
OCFC icon
2731
OceanFirst Financial
OCFC
$1.04B
$13.9K ﹤0.01%
772
+59
AVO icon
2732
Mission Produce
AVO
$1.01B
$13.9K ﹤0.01%
1,012
-14
TNET icon
2733
TriNet
TNET
$2.08B
$13.8K ﹤0.01%
380
+145
VIR icon
2734
Vir Biotechnology
VIR
$1.54B
$13.8K ﹤0.01%
1,544
+387
TBPH icon
2735
Theravance Biopharma
TBPH
$855M
$13.8K ﹤0.01%
852
+119
MNTN
2736
MNTN Inc
MNTN
$617M
$13.7K ﹤0.01%
+1,559
ZUMZ icon
2737
Zumiez
ZUMZ
$300M
$13.7K ﹤0.01%
619
+88
CORT icon
2738
Corcept Therapeutics
CORT
$8.58B
$13.7K ﹤0.01%
340
-2,091
AHRT
2739
AH Realty Trust
AHRT
$507M
$13.7K ﹤0.01%
2,491
+700
SEZL
2740
Sezzle
SEZL
$5.49B
$13.7K ﹤0.01%
216
+179
DAWN
2741
DELISTED
Day One Biopharmaceuticals
DAWN
$13.7K ﹤0.01%
637
+265
NMAX
2742
Newsmax Inc
NMAX
$1B
$13.6K ﹤0.01%
+2,610
HNI icon
2743
HNI Corp
HNI
$2.51B
$13.6K ﹤0.01%
406
-130
ATNI icon
2744
ATN International
ATNI
$396M
$13.6K ﹤0.01%
498
+16
MYRG icon
2745
MYR Group
MYRG
$7.18B
$13.6K ﹤0.01%
48
+1
ADPT icon
2746
Adaptive Biotechnologies
ADPT
$2.81B
$13.5K ﹤0.01%
976
-1,383
VLRS
2747
Controladora Vuela Compania de Aviacion
VLRS
$1.03B
$13.5K ﹤0.01%
1,861
+927
NXDR
2748
Nextdoor Holdings
NXDR
$839M
$13.5K ﹤0.01%
9,620
+2,896
XOP icon
2749
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$3.21B
$13.5K ﹤0.01%
74
-1,670
JRS icon
2750
Nuveen Real Estate Income Fund
JRS
$235M
$13.4K ﹤0.01%
1,800