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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
LYB icon
701
LyondellBasell Industries
LYB
$19.4B
$401K 0.01%
4,972
+734
NGG icon
702
National Grid
NGG
$79.1B
$399K 0.01%
4,716
+1,253
WCC
703
WESCO International
WCC
$17.8B
$399K 0.01%
1,457
+368
EBAY icon
704
eBay
EBAY
$48.1B
$397K 0.01%
4,363
+700
ADSK icon
705
Autodesk
ADSK
$40.9B
$397K 0.01%
1,657
-12
TLH icon
706
iShares 10-20 Year Treasury Bond ETF
TLH
$11.3B
$394K 0.01%
3,916
+530
AIG icon
707
American International
AIG
$39.2B
$394K 0.01%
5,239
+673
SW
708
Smurfit Westrock
SW
$23.2B
$394K 0.01%
9,877
+3,847
ARMK icon
709
Aramark
ARMK
$14B
$393K 0.01%
9,698
-1,435
MET icon
710
MetLife
MET
$55.1B
$392K 0.01%
5,542
-366
BHP icon
711
BHP
BHP
$223B
$392K 0.01%
5,386
+2,033
EQT icon
712
EQT Corp
EQT
$31.7B
$392K 0.01%
6,154
+236
WTW icon
713
Willis Towers Watson
WTW
$24.1B
$389K 0.01%
1,336
+401
ITOT icon
714
iShares Core S&P Total US Stock Market ETF
ITOT
$92.9B
$388K 0.01%
2,727
-36
DLR icon
715
Digital Realty Trust
DLR
$66.1B
$387K 0.01%
2,150
+213
BMRN icon
716
BioMarin Pharmaceuticals
BMRN
$10.6B
$387K 0.01%
6,845
+752
GWW icon
717
W.W. Grainger
GWW
$64.5B
$386K 0.01%
354
+101
BABA icon
718
Alibaba
BABA
$257B
$386K 0.01%
3,078
+111
FLS icon
719
Flowserve
FLS
$10.4B
$386K 0.01%
5,245
+1,090
SECT icon
720
Main Sector Rotation ETF
SECT
$2.79B
$386K 0.01%
6,384
+3,189
BPOP icon
721
Popular Inc
BPOP
$10.3B
$385K 0.01%
2,873
-354
MDB icon
722
MongoDB
MDB
$26.8B
$384K 0.01%
1,570
+212
BAI
723
iShares A.I. Innovation and Tech Active ETF
BAI
$16.4B
$383K 0.01%
11,638
+2,523
AWI icon
724
Armstrong World Industries
AWI
$6.74B
$383K 0.01%
2,326
+123
MTCH icon
725
Match Group
MTCH
$8.27B
$382K 0.01%
12,452
+1,149