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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
LULU icon
626
lululemon athletica
LULU
$12.7B
$469K 0.01%
3,062
+2,500
MUB icon
627
iShares National Muni Bond ETF
MUB
$45.3B
$469K 0.01%
4,416
+487
ATO icon
628
Atmos Energy
ATO
$28.4B
$468K 0.01%
2,536
+1,034
IVZ icon
629
Invesco
IVZ
$12.5B
$468K 0.01%
19,269
+4,880
OUNZ icon
630
VanEck Merk Gold Trust
OUNZ
$2.61B
$466K 0.01%
10,355
NSC icon
631
Norfolk Southern
NSC
$67.4B
$466K 0.01%
1,623
+131
ED icon
632
Consolidated Edison
ED
$39.2B
$461K 0.01%
4,073
+1,188
MTD icon
633
Mettler-Toledo International
MTD
$23.1B
$458K 0.01%
363
+61
AU icon
634
AngloGold Ashanti
AU
$45.9B
$457K 0.01%
4,698
+1,408
IEV icon
635
iShares Europe ETF
IEV
$1.73B
$457K 0.01%
6,725
+1,406
HEGD icon
636
Swan Hedged Equity US Large Cap ETF
HEGD
$694M
$456K 0.01%
18,446
+4,119
USXF icon
637
iShares ESG Advanced MSCI USA ETF
USXF
$1.45B
$454K 0.01%
8,232
+290
VGLT icon
638
Vanguard Long-Term Treasury ETF
VGLT
$10.4B
$454K 0.01%
8,193
-5,632
UGI icon
639
UGI
UGI
$7.25B
$453K 0.01%
12,434
+2,592
GRO
640
Brazil Potash Corp
GRO
$138M
$450K 0.01%
138,839
+5,937
SYF icon
641
Synchrony
SYF
$25.3B
$448K 0.01%
6,588
+970
NTRA icon
642
Natera
NTRA
$33.1B
$448K 0.01%
2,240
-849
BTI icon
643
British American Tobacco
BTI
$127B
$448K 0.01%
7,656
+1,811
GLTR icon
644
abrdn Physical Precious Metals Basket Shares ETF
GLTR
$2.64B
$443K 0.01%
+2,025
SPTM icon
645
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$13.5B
$442K 0.01%
5,596
-48
HCA icon
646
HCA Healthcare
HCA
$83.2B
$442K 0.01%
935
+38
DFNM icon
647
Dimensional National Municipal Bond ETF
DFNM
$2.17B
$442K 0.01%
9,215
CAG icon
648
Conagra Brands
CAG
$6.32B
$440K 0.01%
28,012
+11,314
MTZ icon
649
MasTec
MTZ
$30B
$440K 0.01%
1,368
+145
BR icon
650
Broadridge
BR
$15.9B
$440K 0.01%
2,707
+1,469