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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
OVLY icon
3526
Oak Valley Bancorp
OVLY
$286M
$2.69K ﹤0.01%
83
+1
ATOM icon
3527
Atomera
ATOM
$348M
$2.69K ﹤0.01%
+705
DCO icon
3528
Ducommun
DCO
$2.48B
$2.68K ﹤0.01%
22
-9
LC icon
3529
LendingClub
LC
$2.22B
$2.68K ﹤0.01%
187
+108
CRCT icon
3530
Cricut
CRCT
$936M
$2.67K ﹤0.01%
714
-428
UPST icon
3531
Upstart Holdings
UPST
$3.1B
$2.67K ﹤0.01%
104
-57
AVIG icon
3532
Avantis Core Fixed Income ETF
AVIG
$1.9B
$2.66K ﹤0.01%
+64
PML
3533
PIMCO Municipal Income Fund II
PML
$502M
$2.65K ﹤0.01%
350
CENT icon
3534
Central Garden & Pet Co
CENT
$2.7B
$2.65K ﹤0.01%
72
-4
DXC icon
3535
DXC Technology
DXC
$1.39B
$2.64K ﹤0.01%
210
-502
NUMV icon
3536
Nuveen ESG Mid-Cap Value ETF
NUMV
$442M
$2.64K ﹤0.01%
68
FSTA icon
3537
Fidelity MSCI Consumer Staples Index ETF
FSTA
$1.38B
$2.62K ﹤0.01%
50
KROS icon
3538
Keros Therapeutics
KROS
$211M
$2.6K ﹤0.01%
236
+33
ESPR icon
3539
Esperion Therapeutics
ESPR
$812M
$2.6K ﹤0.01%
947
+33
SSTI icon
3540
SoundThinking
SSTI
$102M
$2.6K ﹤0.01%
392
+354
XTOC icon
3541
Innovator US Equity Accelerated Plus ETF October
XTOC
$26.1M
$2.59K ﹤0.01%
80
XRPN
3542
Armada Acquisition Corp II
XRPN
$329M
$2.58K ﹤0.01%
250
HIFS icon
3543
Hingham Institution for Saving
HIFS
$625M
$2.57K ﹤0.01%
9
+1
FFWM
3544
DELISTED
First Foundation Inc
FFWM
$2.56K ﹤0.01%
434
-136
EVCM icon
3545
EverCommerce
EVCM
$1.58B
$2.55K ﹤0.01%
223
-128
QXO
3546
QXO Inc
QXO
$12.9B
$2.54K ﹤0.01%
131
+54
MSTX
3547
Defiance Daily Target 2x Long MSTR ETF
MSTX
$178M
$2.54K ﹤0.01%
+130
BBAI icon
3548
BigBear.ai
BBAI
$1.88B
$2.54K ﹤0.01%
722
+344
OCUL icon
3549
Ocular Therapeutix
OCUL
$2.06B
$2.53K ﹤0.01%
299
+221
VSTM icon
3550
Verastem
VSTM
$362M
$2.53K ﹤0.01%
477
+51