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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
EXAS
4451
DELISTED
Exact Sciences
EXAS
-5,158
FDT icon
4452
First Trust Developed Markets ex-US AlphaDEX Fund
FDT
$1.33B
-49
FLN icon
4453
First Trust Latin America AlphaDEX Fund
FLN
$34.9M
-2
FNDX icon
4454
Schwab Fundamental US Large Company Index ETF
FNDX
$25.6B
-300
FORTY
4455
Formula Systems
FORTY
$1.73B
-2
FRGE
4456
DELISTED
Forge Global Holdings
FRGE
-320
FSFG
4457
DELISTED
First Savings Financial Group
FSFG
-40
FUBO icon
4458
FuboTV Inc
FUBO
$271M
-44
FYBR
4459
DELISTED
Frontier Communications
FYBR
-2,359
GALT icon
4460
Galectin Therapeutics
GALT
$186M
-1
GES
4461
DELISTED
Guess Inc
GES
-874
GLIN icon
4462
VanEck India Growth Leaders ETF
GLIN
$99.5M
-7
GLL icon
4463
ProShares UltraShort Gold
GLL
$122M
-27
GNLX icon
4464
Genelux
GNLX
$133M
-150
GOTU icon
4465
Gaotu Techedu
GOTU
$393M
-140
GPRO icon
4466
GoPro
GPRO
$137M
-163
HI
4467
DELISTED
Hillenbrand
HI
-916
HKD
4468
AMTD Digital
HKD
$534M
-2,249
HOUS
4469
DELISTED
Anywhere Real Estate
HOUS
-5,210
IBIC icon
4470
iShares iBonds Oct 2026 Term TIPS ETF
IBIC
$86.1M
-109
IBTG icon
4471
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.31B
-341
ICG
4472
Intchains Group
ICG
$45.5M
-226
IMMP
4473
Immutep
IMMP
$55.1M
-26
ITB icon
4474
iShares US Home Construction ETF
ITB
$2.78B
-14
JAMF
4475
DELISTED
Jamf
JAMF
-1,301