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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
ENVX icon
3351
Enovix
ENVX
$1.54B
$4.03K ﹤0.01%
777
+510
STGW icon
3352
Stagwell
STGW
$1.66B
$4.01K ﹤0.01%
638
-475
CWH icon
3353
Camping World
CWH
$493M
$4K ﹤0.01%
585
+562
SYRE icon
3354
Spyre Therapeutics
SYRE
$7.67B
$3.98K ﹤0.01%
79
+14
ZNTL icon
3355
Zentalis Pharmaceuticals
ZNTL
$263M
$3.98K ﹤0.01%
1,699
+55
EMCB icon
3356
WisdomTree Emerging Markets Corporate Bond Fund
EMCB
$99.9M
$3.96K ﹤0.01%
61
+1
DSGR icon
3357
Distribution Solutions Group
DSGR
$1.32B
$3.96K ﹤0.01%
151
+50
ORBS
3358
Eightco Holdings
ORBS
$400M
$3.96K ﹤0.01%
+4,244
ELVR
3359
Elevra Lithium Ltd
ELVR
$1.47B
$3.95K ﹤0.01%
67
-25
SITC icon
3360
SITE Centers
SITC
$250M
$3.94K ﹤0.01%
730
+2
OLPX icon
3361
Olaplex Holdings
OLPX
$1.38B
$3.94K ﹤0.01%
1,939
+1,342
GSG icon
3362
iShares S&P GSCI Commodity-Indexed Trust
GSG
$920M
$3.94K ﹤0.01%
122
+100
UIS icon
3363
Unisys
UIS
$258M
$3.93K ﹤0.01%
1,901
+803
SILA
3364
Sila Realty Trust
SILA
$1.67B
$3.93K ﹤0.01%
166
+150
MITK icon
3365
Mitek Systems
MITK
$779M
$3.93K ﹤0.01%
291
+122
PINE
3366
Alpine Income Property Trust
PINE
$316M
$3.92K ﹤0.01%
218
+63
UTZ icon
3367
Utz Brands
UTZ
$624M
$3.92K ﹤0.01%
495
+336
FRHC icon
3368
Freedom Holding
FRHC
$8.81B
$3.91K ﹤0.01%
27
+2
CCO icon
3369
Clear Channel Outdoor Holdings
CCO
$1.23B
$3.89K ﹤0.01%
1,641
+107
SLYV icon
3370
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$4.75B
$3.88K ﹤0.01%
41
-1,196
TGLS icon
3371
Tecnoglass
TGLS
$2.04B
$3.87K ﹤0.01%
87
-68
CBLL
3372
CeriBell Inc
CBLL
$684M
$3.87K ﹤0.01%
211
+109
FTGC icon
3373
First Trust Global Tactical Commodity Strategy Fund
FTGC
$2.5B
$3.86K ﹤0.01%
135
+2
SPFI icon
3374
South Plains Financial
SPFI
$780M
$3.85K ﹤0.01%
92
-20
AVXL icon
3375
Anavex Life Sciences
AVXL
$253M
$3.85K ﹤0.01%
+1,253