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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
CLOV icon
3801
Clover Health Investments
CLOV
$2.63B
$1.14K ﹤0.01%
+646
AARD
3802
Aardvark Therapeutics
AARD
$85.7M
$1.14K ﹤0.01%
301
+241
NGS icon
3803
Natural Gas Services Group
NGS
$542M
$1.13K ﹤0.01%
30
+7
NL icon
3804
NLI Holdings
NL
$293M
$1.13K ﹤0.01%
194
-2
BBCA icon
3805
JPMorgan BetaBuilders Canada ETF
BBCA
$10.5B
$1.13K ﹤0.01%
12
EBIZ icon
3806
Global X E-commerce ETF
EBIZ
$25.8M
$1.12K ﹤0.01%
42
FLXS icon
3807
Flexsteel Industries
FLXS
$264M
$1.12K ﹤0.01%
25
-19
GCBC icon
3808
Greene County Bancorp
GCBC
$501M
$1.12K ﹤0.01%
50
+24
FSTR icon
3809
Foster
FSTR
$451M
$1.12K ﹤0.01%
40
+26
STRZ
3810
Starz Entertainment Corp
STRZ
$481M
$1.12K ﹤0.01%
97
+85
BPRN icon
3811
Princeton Bancorp
BPRN
$261M
$1.11K ﹤0.01%
33
+5
FENC icon
3812
Fennec Pharmaceuticals
FENC
$315M
$1.11K ﹤0.01%
180
+45
PAYR
3813
Federated Hermes Enhanced Income ETF
PAYR
$36.9M
$1.1K ﹤0.01%
21
+1
OSG
3814
Octave Specialty Group
OSG
$259M
$1.1K ﹤0.01%
237
+179
PSNL icon
3815
Personalis
PSNL
$1.1B
$1.1K ﹤0.01%
172
+7
AIV
3816
Aimco
AIV
$417M
$1.09K ﹤0.01%
269
+200
SKYY icon
3817
First Trust Cloud Computing ETF
SKYY
$2.95B
$1.09K ﹤0.01%
10
-13
HIPO icon
3818
Hippo Holdings
HIPO
$676M
$1.09K ﹤0.01%
42
+17
DEM icon
3819
WisdomTree Emerging Markets High Dividend Fund
DEM
$4.03B
$1.09K ﹤0.01%
22
RPT
3820
Rithm Property Trust
RPT
$112M
$1.08K ﹤0.01%
81
+14
SIGA icon
3821
SIGA Technologies
SIGA
$310M
$1.08K ﹤0.01%
202
-113
TCX icon
3822
Tucows
TCX
$149M
$1.08K ﹤0.01%
63
+34
URTH icon
3823
iShares MSCI World ETF
URTH
$8.01B
$1.08K ﹤0.01%
6
CLAR icon
3824
Clarus
CLAR
$120M
$1.08K ﹤0.01%
397
+103
KLTR icon
3825
Kaltura
KLTR
$211M
$1.08K ﹤0.01%
885
+551