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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
DSI icon
501
iShares MSCI KLD 400 Social ETF
DSI
$5.3B
$646K 0.02%
5,330
-518
MMM icon
502
3M
MMM
$83.8B
$645K 0.02%
4,443
-230
HWM icon
503
Howmet Aerospace
HWM
$111B
$645K 0.02%
2,799
+770
VTES icon
504
Vanguard Short-Term Tax-Exempt Bond ETF
VTES
$2B
$641K 0.02%
6,337
-9,391
SHG icon
505
Shinhan Financial Group
SHG
$31.4B
$639K 0.02%
10,417
+3,757
MSCI icon
506
MSCI
MSCI
$42.3B
$638K 0.02%
1,183
+249
VST icon
507
Vistra
VST
$55.2B
$636K 0.02%
4,230
-180
HPE icon
508
Hewlett Packard
HPE
$62.8B
$631K 0.02%
26,485
+8,342
ODFL icon
509
Old Dominion Freight Line
ODFL
$46B
$629K 0.02%
3,220
+367
DLN icon
510
WisdomTree US LargeCap Dividend Fund
DLN
$6.23B
$627K 0.02%
7,019
-740
ILMN icon
511
Illumina
ILMN
$24.5B
$626K 0.02%
5,080
-897
MRVL icon
512
Marvell Technology
MRVL
$272B
$624K 0.02%
6,302
-230
DFAW icon
513
Dimensional World Equity ETF
DFAW
$1.42B
$623K 0.02%
8,441
-56
FLTW icon
514
Franklin FTSE Taiwan ETF
FLTW
$2.96B
$615K 0.02%
9,030
+3,544
WPM icon
515
Wheaton Precious Metals
WPM
$55.7B
$611K 0.02%
4,660
+875
SYY icon
516
Sysco
SYY
$37.6B
$609K 0.02%
8,543
+2,829
ALL icon
517
Allstate
ALL
$56.9B
$609K 0.02%
2,937
+335
CBSH icon
518
Commerce Bancshares
CBSH
$7.98B
$608K 0.02%
12,360
+348
UAL icon
519
United Airlines
UAL
$38.4B
$607K 0.02%
6,590
+768
BAUG icon
520
Innovator US Equity Buffer ETF August
BAUG
$195M
$606K 0.02%
12,407
RPRX icon
521
Royalty Pharma
RPRX
$23.5B
$606K 0.02%
12,629
+3,094
STE icon
522
Steris
STE
$19.7B
$605K 0.02%
2,735
-894
MNST icon
523
Monster Beverage
MNST
$89.3B
$602K 0.02%
8,315
-296
NBIX icon
524
Neurocrine Biosciences
NBIX
$15.9B
$600K 0.02%
4,557
+202
COR icon
525
Cencora
COR
$52.9B
$599K 0.02%
1,907
+274