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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
IBTA icon
3076
Ibotta
IBTA
$715M
$7.25K ﹤0.01%
242
+239
PSKY
3077
Paramount Skydance Corp
PSKY
$11.1B
$7.24K ﹤0.01%
802
+139
DJCO icon
3078
Daily Journal
DJCO
$729M
$7.23K ﹤0.01%
15
+9
IOVA icon
3079
Iovance Biotherapeutics
IOVA
$1.75B
$7.22K ﹤0.01%
2,058
+1,526
BOC icon
3080
Boston Omaha
BOC
$400M
$7.22K ﹤0.01%
618
+10
VCYT icon
3081
Veracyte
VCYT
$4.28B
$7.21K ﹤0.01%
224
+77
CTOS icon
3082
Custom Truck One Source
CTOS
$2.56B
$7.21K ﹤0.01%
1,098
+561
BDEC icon
3083
Innovator US Equity Buffer ETF December
BDEC
$266M
$7.2K ﹤0.01%
150
BBAR icon
3084
BBVA Argentina
BBAR
$4.47B
$7.2K ﹤0.01%
448
-33
CLSK icon
3085
CleanSpark
CLSK
$4.42B
$7.18K ﹤0.01%
844
-9
PSR icon
3086
Invesco Active US Real Estate Fund
PSR
$57M
$7.18K ﹤0.01%
78
+1
FBCG icon
3087
Fidelity Blue Chip Growth ETF
FBCG
$6.94B
$7.17K ﹤0.01%
+143
ALDX icon
3088
Aldeyra Therapeutics
ALDX
$118M
$7.13K ﹤0.01%
4,216
-413
ROCK icon
3089
Gibraltar Industries
ROCK
$1.21B
$7.1K ﹤0.01%
178
+15
MCS icon
3090
Marcus Corp
MCS
$733M
$7.09K ﹤0.01%
413
-77
ITRI icon
3091
Itron
ITRI
$3.58B
$7.08K ﹤0.01%
79
-62
CRTO icon
3092
Criteo
CRTO
$876M
$7.05K ﹤0.01%
393
+28
CECO icon
3093
Ceco Environmental
CECO
$3.53B
$7.03K ﹤0.01%
118
+16
LVHD icon
3094
Franklin US Low Volatility High Dividend Index ETF
LVHD
$589M
$7.02K ﹤0.01%
165
OSPN icon
3095
OneSpan
OSPN
$500M
$7.01K ﹤0.01%
666
+329
PRME icon
3096
Prime Medicine
PRME
$583M
$6.96K ﹤0.01%
2,000
+238
CGW icon
3097
Invesco S&P Global Water Index ETF
CGW
$1.01B
$6.95K ﹤0.01%
109
FRDM icon
3098
Freedom 100 Emerging Markets ETF
FRDM
$3.77B
$6.94K ﹤0.01%
127
+97
BCC icon
3099
Boise Cascade
BCC
$2.63B
$6.9K ﹤0.01%
91
-57
IFS icon
3100
Intercorp Financial Services
IFS
$6.36B
$6.88K ﹤0.01%
137
+93