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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
EDIT icon
3251
Editas Medicine
EDIT
$413M
$5.14K ﹤0.01%
2,080
+1,654
CON
3252
Concentra Group Holdings
CON
$3.65B
$5.13K ﹤0.01%
239
-160
RXT icon
3253
Rackspace Technology
RXT
$1.8B
$5.1K ﹤0.01%
5,204
+4,557
GEO icon
3254
The GEO Group
GEO
$3.91B
$5.09K ﹤0.01%
303
-87
CTS icon
3255
CTS Corp
CTS
$1.92B
$5.06K ﹤0.01%
106
+3
AMSC icon
3256
American Superconductor
AMSC
$2.1B
$5.04K ﹤0.01%
149
+25
JHX icon
3257
James Hardie Industries
JHX
$14.4B
$5.04K ﹤0.01%
266
-80
RDNT icon
3258
RadNet
RDNT
$4.23B
$5.03K ﹤0.01%
90
+14
MLCO icon
3259
Melco Resorts & Entertainment
MLCO
$2.15B
$5.01K ﹤0.01%
882
+463
ASPN icon
3260
Aspen Aerogels
ASPN
$524M
$5.01K ﹤0.01%
+1,464
FSMD icon
3261
Fidelity Small-Mid Multifactor ETF
FSMD
$251M
$4.96K ﹤0.01%
111
-676
CXW icon
3262
CoreCivic
CXW
$2.86B
$4.96K ﹤0.01%
262
+77
TGRW icon
3263
T. Rowe Price Growth Stock ETF
TGRW
$1.01B
$4.94K ﹤0.01%
122
TIC
3264
TIC Solutions Inc
TIC
$1.86B
$4.92K ﹤0.01%
+748
DNLI icon
3265
Denali Therapeutics
DNLI
$3.7B
$4.91K ﹤0.01%
256
+49
FRST icon
3266
Primis Financial Corp
FRST
$383M
$4.91K ﹤0.01%
370
+31
PFXF icon
3267
VanEck Preferred Securities ex Financials ETF
PFXF
$2.48B
$4.91K ﹤0.01%
280
-43
RERE
3268
ATRenew
RERE
$868M
$4.91K ﹤0.01%
1,046
-40
TYRA icon
3269
Tyra Biosciences
TYRA
$1.68B
$4.9K ﹤0.01%
128
+86
BORR
3270
Borr Drilling
BORR
$1.3B
$4.9K ﹤0.01%
849
+116
BBJP icon
3271
JPMorgan BetaBuilders Japan ETF
BBJP
$18B
$4.89K ﹤0.01%
71
REPL icon
3272
Replimune Group
REPL
$841M
$4.89K ﹤0.01%
639
+539
OMCL icon
3273
Omnicell
OMCL
$1.78B
$4.87K ﹤0.01%
146
-138
HLMN icon
3274
Hillman Solutions
HLMN
$1.58B
$4.87K ﹤0.01%
585
+108
SOUN icon
3275
SoundHound AI
SOUN
$3.08B
$4.83K ﹤0.01%
703
-24