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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
IRS
3176
IRSA Inversiones y Representaciones
IRS
$1.41B
$5.9K ﹤0.01%
364
-4
RIGL icon
3177
Rigel Pharmaceuticals
RIGL
$609M
$5.89K ﹤0.01%
218
+191
BBUS icon
3178
JPMorgan BetaBuilders US Equity ETF
BBUS
$8.49B
$5.89K ﹤0.01%
50
-80
LZB icon
3179
La-Z-Boy
LZB
$1.58B
$5.88K ﹤0.01%
183
+104
EWL icon
3180
iShares MSCI Switzerland ETF
EWL
$1.89B
$5.88K ﹤0.01%
100
RRBI icon
3181
Red River Bancshares
RRBI
$585M
$5.88K ﹤0.01%
65
+8
ADTN icon
3182
Adtran
ADTN
$1.23B
$5.86K ﹤0.01%
466
+266
PJUN icon
3183
Innovator US Equity Power Buffer ETF June
PJUN
$852M
$5.86K ﹤0.01%
+140
DGII icon
3184
Digi International
DGII
$2.6B
$5.83K ﹤0.01%
121
+44
WALD icon
3185
Waldencast
WALD
$213M
$5.82K ﹤0.01%
6,125
+3,853
BBBY
3186
Bed Bath & Beyond
BBBY
$442M
$5.79K ﹤0.01%
+1,249
XBOC icon
3187
Innovator US Equity Accelerated 9 Buffer ETF October
XBOC
$64.6M
$5.79K ﹤0.01%
176
FVC icon
3188
First Trust Dorsey Wright Dynamic Focus 5 ETF
FVC
$111M
$5.78K ﹤0.01%
166
WFC.PRL icon
3189
Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL
$4.66B
$5.78K ﹤0.01%
5
FFSM icon
3190
Fidelity Fundamental Small-Mid Cap ETF
FFSM
$1.36B
$5.77K ﹤0.01%
+181
TPYP icon
3191
Tortoise North American Pipeline ETF
TPYP
$846M
$5.76K ﹤0.01%
+136
AXTI icon
3192
AXT Inc
AXTI
$5.53B
$5.75K ﹤0.01%
+101
BWX icon
3193
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
$1.38B
$5.75K ﹤0.01%
262
ACHC icon
3194
Acadia Healthcare
ACHC
$2.29B
$5.73K ﹤0.01%
245
-71
DAKT icon
3195
Daktronics
DAKT
$1B
$5.73K ﹤0.01%
293
+7
ETHE
3196
Grayscale Ethereum Staking ETF Shares
ETHE
$1.39B
$5.73K ﹤0.01%
336
+2
BETZ icon
3197
Roundhill Sports Betting & iGaming ETF
BETZ
$49.6M
$5.72K ﹤0.01%
320
IXN icon
3198
iShares Global Tech ETF
IXN
$9.55B
$5.7K ﹤0.01%
57
-1,009
SHY icon
3199
iShares 1-3 Year Treasury Bond ETF
SHY
$25.3B
$5.7K ﹤0.01%
69
ICF icon
3200
iShares Select U.S. REIT ETF
ICF
$2.03B
$5.69K ﹤0.01%
92