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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
LIND icon
3451
Lindblad Expeditions
LIND
$1.69B
$3.27K ﹤0.01%
189
-48
FA icon
3452
First Advantage
FA
$2.76B
$3.27K ﹤0.01%
278
+164
FC icon
3453
Franklin Covey
FC
$269M
$3.27K ﹤0.01%
+207
SUNC
3454
SunocoCorp LLC
SUNC
$3.25B
$3.27K ﹤0.01%
+53
CNTB
3455
Connect Biopharma Holdings
CNTB
$126M
$3.27K ﹤0.01%
1,247
-41
HDSN
3456
Hudson Technologies
HDSN
$247M
$3.26K ﹤0.01%
554
-35
MTW icon
3457
Manitowoc
MTW
$473M
$3.22K ﹤0.01%
276
+27
FGD icon
3458
First Trust Dow Jones Global Select Dividend Index Fund
FGD
$1.42B
$3.19K ﹤0.01%
100
IDT icon
3459
IDT Corp
IDT
$1.38B
$3.19K ﹤0.01%
65
+55
FIGR
3460
Figure Technology Solutions
FIGR
$6.31B
$3.19K ﹤0.01%
+94
FTK icon
3461
Flotek Industries
FTK
$820M
$3.19K ﹤0.01%
188
-450
ATKR icon
3462
Atkore
ATKR
$2.74B
$3.18K ﹤0.01%
54
-4
CPS icon
3463
Cooper-Standard Automotive
CPS
$529M
$3.18K ﹤0.01%
114
-18
BLND icon
3464
Blend Labs
BLND
$399M
$3.17K ﹤0.01%
1,867
+1,208
RBCAA icon
3465
Republic Bancorp
RBCAA
$1.66B
$3.17K ﹤0.01%
45
-3
MDIV icon
3466
First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund
MDIV
$412M
$3.17K ﹤0.01%
196
CNDT icon
3467
Conduent
CNDT
$217M
$3.16K ﹤0.01%
2,470
+1,078
AIRI icon
3468
Air Industries Group
AIRI
$14.6M
$3.16K ﹤0.01%
977
NAGE
3469
Niagen Bioscience
NAGE
$279M
$3.14K ﹤0.01%
713
+345
FULC icon
3470
Fulcrum Therapeutics
FULC
$247M
$3.14K ﹤0.01%
409
+202
XBJA icon
3471
Innovator US Equity Accelerated 9 Buffer ETF January
XBJA
$95.3M
$3.13K ﹤0.01%
100
SVCO
3472
Silvaco Group
SVCO
$446M
$3.12K ﹤0.01%
440
+300
AMAL icon
3473
Amalgamated Financial
AMAL
$1.31B
$3.11K ﹤0.01%
80
+49
HOFT icon
3474
Hooker Furnishings Corp
HOFT
$170M
$3.1K ﹤0.01%
241
-7
XPER icon
3475
Xperi
XPER
$383M
$3.1K ﹤0.01%
553
+275