We are live on ! Find out more
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
FSBC icon
3576
Five Star Bancorp
FSBC
$959M
$2.38K ﹤0.01%
63
+12
EVC icon
3577
Entravision Communication
EVC
$908M
$2.38K ﹤0.01%
800
+14
CGCB icon
3578
Capital Group Core Bond ETF
CGCB
$5.28B
$2.36K ﹤0.01%
90
SHEN icon
3579
Shenandoah Telecom
SHEN
$784M
$2.36K ﹤0.01%
153
+11
CERT icon
3580
Certara
CERT
$862M
$2.35K ﹤0.01%
413
+306
VRDN icon
3581
Viridian Therapeutics
VRDN
$1.84B
$2.35K ﹤0.01%
120
+30
KE
3582
Kimball Electronics
KE
$608M
$2.35K ﹤0.01%
99
-21
HROW icon
3583
Harrow
HROW
$1.6B
$2.33K ﹤0.01%
66
-41
IMOS
3584
ChipMOS TECHNOLOGIES
IMOS
$2.32B
$2.33K ﹤0.01%
65
-220
SPT icon
3585
Sprout Social
SPT
$394M
$2.33K ﹤0.01%
408
-286
MRVI icon
3586
Maravai LifeSciences
MRVI
$767M
$2.32K ﹤0.01%
820
+25
SIDU icon
3587
Sidus Space
SIDU
$314M
$2.32K ﹤0.01%
+1,000
CWBC
3588
Community West Bancshares
CWBC
$684M
$2.31K ﹤0.01%
99
+22
PBYI icon
3589
Puma Biotechnology
PBYI
$385M
$2.3K ﹤0.01%
360
+123
CYH icon
3590
Community Health Systems
CYH
$426M
$2.3K ﹤0.01%
781
-370
ARTY
3591
iShares Future AI & Tech ETF
ARTY
$4.04B
$2.28K ﹤0.01%
49
BNTC icon
3592
Benitec Biopharma
BNTC
$417M
$2.27K ﹤0.01%
+213
OCGN icon
3593
Ocugen
OCGN
$420M
$2.26K ﹤0.01%
1,250
CBRL icon
3594
Cracker Barrel
CBRL
$1.06B
$2.26K ﹤0.01%
80
-174
NXE icon
3595
NexGen Energy
NXE
$7.05B
$2.26K ﹤0.01%
195
-275
HCKT icon
3596
Hackett Group
HCKT
$262M
$2.24K ﹤0.01%
172
+156
PMT
3597
PennyMac Mortgage Investment
PMT
$894M
$2.23K ﹤0.01%
191
-201
DXJ icon
3598
WisdomTree Japan Hedged Equity Fund
DXJ
$7.26B
$2.23K ﹤0.01%
14
GSBD icon
3599
Goldman Sachs BDC
GSBD
$1.05B
$2.22K ﹤0.01%
250
COM icon
3600
Direxion Auspice Broad Commodity Strategy ETF
COM
$245M
$2.22K ﹤0.01%
66