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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
BZH icon
3476
Beazer Homes USA
BZH
$739M
$3.1K ﹤0.01%
161
-51
FVR
3477
FrontView REIT
FVR
$444M
$3.06K ﹤0.01%
198
+30
MNKD icon
3478
MannKind Corp
MNKD
$1.22B
$3.06K ﹤0.01%
1,247
+236
ARRY icon
3479
Array Technologies
ARRY
$1.23B
$3.04K ﹤0.01%
421
+48
WVE icon
3480
Wave Life Sciences
WVE
$1.19B
$3.03K ﹤0.01%
418
+194
CGSD icon
3481
Capital Group Short Duration Income ETF
CGSD
$2.31B
$3.02K ﹤0.01%
117
DFH icon
3482
Dream Finders Homes
DFH
$1.43B
$3.01K ﹤0.01%
216
+200
DOMO icon
3483
Domo
DOMO
$109M
$3.01K ﹤0.01%
983
+780
XNCR icon
3484
Xencor
XNCR
$937M
$3K ﹤0.01%
249
+94
WEST icon
3485
Westrock Coffee
WEST
$881M
$3K ﹤0.01%
705
-672
GRC icon
3486
Gorman-Rupp
GRC
$2.32B
$2.98K ﹤0.01%
48
+13
THR
3487
DELISTED
Thermon Group Holdings
THR
$2.97K ﹤0.01%
59
+7
BIOA
3488
BioAge Labs
BIOA
$923M
$2.95K ﹤0.01%
169
+24
AEBI
3489
Aebi Schmidt Holding AG
AEBI
$956M
$2.95K ﹤0.01%
304
-5
FCBC icon
3490
First Community Bankshares
FCBC
$819M
$2.95K ﹤0.01%
71
-8
SB icon
3491
Safe Bulkers
SB
$682M
$2.93K ﹤0.01%
463
-24
PAL
3492
Proficient Auto Logistics
PAL
$209M
$2.92K ﹤0.01%
431
+340
PHYL icon
3493
PGIM Active High Yield Bond ETF
PHYL
$1.32B
$2.91K ﹤0.01%
84
-6
DNA icon
3494
Ginkgo Bioworks
DNA
$599M
$2.91K ﹤0.01%
474
+144
IMAR icon
3495
Innovator International Developed Power Buffer ETF March
IMAR
$114M
$2.9K ﹤0.01%
100
SLDP icon
3496
Solid Power
SLDP
$646M
$2.9K ﹤0.01%
966
+34
NVAX icon
3497
Novavax
NVAX
$1.5B
$2.87K ﹤0.01%
353
+53
HAIN icon
3498
Hain Celestial
HAIN
$54.7M
$2.87K ﹤0.01%
4,110
+2,186
PNNT
3499
Pennant Park Investment Corp
PNNT
$224M
$2.87K ﹤0.01%
639
RPC
3500
Ridgepost Capital
RPC
$892M
$2.85K ﹤0.01%
392
+349