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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
AMN icon
3226
AMN Healthcare
AMN
$1.2B
$5.36K ﹤0.01%
292
+152
TLS icon
3227
Telos
TLS
$338M
$5.34K ﹤0.01%
1,275
+844
GWX icon
3228
State Street SPDR S&P International Small Cap ETF
GWX
$892M
$5.32K ﹤0.01%
+126
MLYS icon
3229
Mineralys Therapeutics
MLYS
$2.17B
$5.31K ﹤0.01%
196
+42
ATRC icon
3230
AtriCure
ATRC
$1.46B
$5.31K ﹤0.01%
186
+154
AMRC icon
3231
Ameresco
AMRC
$1.52B
$5.3K ﹤0.01%
208
+5
TRDA icon
3232
Entrada Therapeutics
TRDA
$275M
$5.3K ﹤0.01%
420
+44
BLZE icon
3233
Backblaze
BLZE
$492M
$5.3K ﹤0.01%
1,536
+1,298
QUAD icon
3234
Quad
QUAD
$393M
$5.29K ﹤0.01%
800
+20
SFST icon
3235
Southern First Bancshares
SFST
$549M
$5.29K ﹤0.01%
97
+5
FTEC icon
3236
Fidelity MSCI Information Technology Index ETF
FTEC
$21B
$5.29K ﹤0.01%
25
-5
SUSA icon
3237
iShares ESG Optimized MSCI USA ETF
SUSA
$3.99B
$5.28K ﹤0.01%
+40
SAH icon
3238
Sonic Automotive
SAH
$2.55B
$5.28K ﹤0.01%
77
-18
LXU icon
3239
LSB Industries
LXU
$819M
$5.23K ﹤0.01%
351
+24
ARDT
3240
Ardent Health
ARDT
$1.28B
$5.23K ﹤0.01%
611
+342
RDVT icon
3241
Red Violet
RDVT
$777M
$5.22K ﹤0.01%
151
-317
BW icon
3242
Babcock & Wilcox
BW
$2.59B
$5.2K ﹤0.01%
+354
COPP icon
3243
Sprott Copper Miners ETF
COPP
$317M
$5.18K ﹤0.01%
+145
ENR icon
3244
Energizer
ENR
$1.47B
$5.17K ﹤0.01%
315
+58
BILL icon
3245
BILL Holdings
BILL
$3.23B
$5.17K ﹤0.01%
135
+47
TNXP icon
3246
Tonix Pharmaceuticals
TNXP
$191M
$5.17K ﹤0.01%
376
+375
VECO icon
3247
Veeco
VECO
$4.86B
$5.15K ﹤0.01%
152
HCM icon
3248
HUTCHMED
HCM
$1.77B
$5.15K ﹤0.01%
344
+103
PLPC icon
3249
Preformed Line Products
PLPC
$1.88B
$5.14K ﹤0.01%
19
+1
DSU icon
3250
BlackRock Debt Strategies Fund
DSU
$610M
$5.14K ﹤0.01%
536
-250