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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
OSCR icon
3726
Oscar Health
OSCR
$8.56B
$1.5K ﹤0.01%
131
-1,949
DC icon
3727
Dakota Gold
DC
$660M
$1.5K ﹤0.01%
297
+25
RNP icon
3728
Cohen & Steers REIT and Preferred and Income Fund
RNP
$954M
$1.5K ﹤0.01%
76
+2
TSLL icon
3729
Direxion Daily TSLA Bull 2X ETF
TSLL
$4.46B
$1.49K ﹤0.01%
123
ANGO icon
3730
AngioDynamics
ANGO
$502M
$1.49K ﹤0.01%
131
-158
PBFS icon
3731
Pioneer Bancorp
PBFS
$417M
$1.49K ﹤0.01%
107
+6
FRBA icon
3732
First Bank
FRBA
$418M
$1.49K ﹤0.01%
93
-108
DH icon
3733
Definitive Healthcare
DH
$80.2M
$1.48K ﹤0.01%
1,204
+652
PKOH icon
3734
Park-Ohio Holdings
PKOH
$518M
$1.47K ﹤0.01%
61
+14
LENZ
3735
LENZ Therapeutics
LENZ
$193M
$1.46K ﹤0.01%
160
-5
SYBT icon
3736
Stock Yards Bancorp
SYBT
$2.16B
$1.46K ﹤0.01%
22
+15
KHPI
3737
Kensington Hedged Premium Income ETF
KHPI
$401M
$1.45K ﹤0.01%
60
NPWR icon
3738
NET Power
NPWR
$162M
$1.45K ﹤0.01%
928
+781
FXI icon
3739
iShares China Large-Cap ETF
FXI
$5.06B
$1.44K ﹤0.01%
+40
BRCC icon
3740
BRC Inc
BRCC
$153M
$1.42K ﹤0.01%
1,829
+1,257
CCNE icon
3741
CNB Financial Corp
CCNE
$953M
$1.42K ﹤0.01%
49
-66
CSIQ icon
3742
Canadian Solar
CSIQ
$1.1B
$1.41K ﹤0.01%
102
THRY icon
3743
Thryv Holdings
THRY
$155M
$1.4K ﹤0.01%
512
+262
ICHR icon
3744
Ichor Holdings
ICHR
$3.44B
$1.4K ﹤0.01%
30
+12
LE icon
3745
Lands' End
LE
$382M
$1.39K ﹤0.01%
124
MBI icon
3746
MBIA
MBI
$310M
$1.39K ﹤0.01%
235
+153
MVIS icon
3747
Microvision
MVIS
$126M
$1.39K ﹤0.01%
2,161
+1,868
DQ
3748
Daqo New Energy
DQ
$960M
$1.38K ﹤0.01%
65
-4
ACEL icon
3749
Accel Entertainment
ACEL
$1.05B
$1.38K ﹤0.01%
126
-24
DCGO icon
3750
DocGo
DCGO
$51.7M
$1.38K ﹤0.01%
2,186
+1,722