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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
PAYO icon
2751
Payoneer
PAYO
$2.37B
$13.4K ﹤0.01%
2,780
+2,272
CXM icon
2752
Sprinklr
CXM
$1.18B
$13.4K ﹤0.01%
2,231
+1,615
WLY icon
2753
John Wiley & Sons Class A
WLY
$2.4B
$13.4K ﹤0.01%
351
+48
QTOC icon
2754
Innovator Growth Accelerated Plus ETF October
QTOC
$22.8M
$13.3K ﹤0.01%
401
HBT icon
2755
HBT Financial
HBT
$1.1B
$13.3K ﹤0.01%
497
-4
CWI icon
2756
State Street SPDR MSCI ACWI ex-US ETF
CWI
$2.81B
$13.2K ﹤0.01%
362
-130
IEP icon
2757
Icahn Enterprises
IEP
$4.9B
$13.2K ﹤0.01%
1,753
LKFT
2758
Lakefront Biotherapeutics American Depositary Shares
LKFT
$1.86B
$13.2K ﹤0.01%
441
+409
DGICA icon
2759
Donegal Group Class A
DGICA
$648M
$13.2K ﹤0.01%
768
-410
USLM icon
2760
United States Lime & Minerals
USLM
$3.26B
$13.2K ﹤0.01%
101
-25
FENY icon
2761
Fidelity MSCI Energy Index ETF
FENY
$1.81B
$13.2K ﹤0.01%
387
+2
NLOP
2762
Net Lease Office Properties
NLOP
$172M
$13.1K ﹤0.01%
1,141
+575
PKW icon
2763
Invesco BuyBack Achievers ETF
PKW
$1.62B
$13.1K ﹤0.01%
100
SG icon
2764
Sweetgreen
SG
$1.07B
$13K ﹤0.01%
2,510
+2,352
JBLU icon
2765
JetBlue
JBLU
$2.11B
$13K ﹤0.01%
2,939
+800
PVH icon
2766
PVH
PVH
$3.55B
$13K ﹤0.01%
186
-23
GBX icon
2767
The Greenbrier Companies
GBX
$1.54B
$13K ﹤0.01%
246
-25
IGPT icon
2768
Invesco AI and Next Gen Software ETF
IGPT
$1.31B
$12.9K ﹤0.01%
223
HUT
2769
Hut 8
HUT
$14B
$12.9K ﹤0.01%
276
+60
VC icon
2770
Visteon
VC
$3.04B
$12.9K ﹤0.01%
142
+26
AHCO icon
2771
AdaptHealth
AHCO
$1.31B
$12.9K ﹤0.01%
1,086
+508
ESGV icon
2772
Vanguard ESG US Stock ETF
ESGV
$13.2B
$12.9K ﹤0.01%
115
BHRB icon
2773
Burke & Herbert Financial Services Corp
BHRB
$1.32B
$12.9K ﹤0.01%
207
-74
AUBN icon
2774
Auburn National Bancorp
AUBN
$88.7M
$12.9K ﹤0.01%
540
+270
SCSC icon
2775
Scansource
SCSC
$1.01B
$12.9K ﹤0.01%
355
-78