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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
BP icon
476
BP
BP
$101B
$698K 0.02%
14,861
+684
HAS icon
477
Hasbro
HAS
$12B
$688K 0.02%
7,352
-22
GDXU icon
478
MicroSectors Gold Miners 3x Leveraged ETN
GDXU
$971M
$688K 0.02%
3,415
-3,694
SAN icon
479
Banco Santander
SAN
$194B
$685K 0.02%
60,702
+21,327
CPAY icon
480
Corpay
CPAY
$22.6B
$684K 0.02%
2,351
+989
IBKR icon
481
Interactive Brokers
IBKR
$42.8B
$684K 0.02%
10,195
-866
CSX icon
482
CSX Corp
CSX
$84.8B
$680K 0.02%
16,559
+3,097
MDLZ icon
483
Mondelez International
MDLZ
$77.2B
$678K 0.02%
11,766
+390
HLT icon
484
Hilton Worldwide
HLT
$79.4B
$675K 0.02%
2,220
-438
VRTX icon
485
Vertex Pharmaceuticals
VRTX
$115B
$672K 0.02%
1,507
+416
CFG icon
486
Citizens Financial Group
CFG
$28.4B
$672K 0.02%
11,206
+1,599
FVD icon
487
First Trust Value Line Dividend Fund
FVD
$7.94B
$672K 0.02%
14,284
+823
PWR icon
488
Quanta Services
PWR
$105B
$671K 0.02%
1,222
+415
BITU icon
489
ProShares Ultra Bitcoin ETF
BITU
$342M
$665K 0.02%
57,139
+7,452
EMR icon
490
Emerson Electric
EMR
$84.4B
$665K 0.02%
5,074
+434
MLI icon
491
Mueller Industries
MLI
$15.2B
$664K 0.02%
5,990
+629
ADM icon
492
Archer Daniels Midland
ADM
$36.2B
$663K 0.02%
9,118
+3,316
BDX icon
493
Becton Dickinson
BDX
$39.7B
$659K 0.02%
4,192
+58
COKE icon
494
Coca-Cola Consolidated
COKE
$12.1B
$656K 0.02%
3,423
+468
XCEM icon
495
Columbia EM Core ex-China ETF
XCEM
$2.14B
$656K 0.02%
16,079
+3,106
FN icon
496
Fabrinet
FN
$20.6B
$655K 0.02%
1,255
+291
FBND icon
497
Fidelity Total Bond ETF
FBND
$26.4B
$654K 0.02%
14,327
-88
SHW icon
498
Sherwin-Williams
SHW
$79.1B
$649K 0.02%
2,024
-28
UTHR icon
499
United Therapeutics
UTHR
$22.8B
$649K 0.02%
1,094
-194
SMFG icon
500
Sumitomo Mitsui Financial
SMFG
$160B
$648K 0.02%
32,834
+1,972