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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
LEN icon
776
Lennar Class A
LEN
$22.1B
$343K 0.01%
3,955
+1,800
CCK icon
777
Crown Holdings
CCK
$11.3B
$343K 0.01%
3,424
-430
MTB icon
778
M&T Bank
MTB
$33B
$343K 0.01%
1,657
+328
CASY icon
779
Casey's General Stores
CASY
$31.1B
$342K 0.01%
470
+155
BFAM icon
780
Bright Horizons
BFAM
$3.38B
$342K 0.01%
4,165
+1,140
VIK icon
781
Viking Holdings
VIK
$43.4B
$340K 0.01%
4,623
+1,784
PODD icon
782
Insulet
PODD
$10.1B
$339K 0.01%
1,614
+1,291
SKM icon
783
SK Telecom
SKM
$13.9B
$338K 0.01%
11,540
+4,790
GSK icon
784
GSK
GSK
$102B
$336K 0.01%
6,092
+2,457
NTNX icon
785
Nutanix
NTNX
$12.7B
$336K 0.01%
8,838
+1,138
ALLE icon
786
Allegion
ALLE
$11.5B
$335K 0.01%
2,306
-14
VONV icon
787
Vanguard Russell 1000 Value ETF
VONV
$20.1B
$335K 0.01%
3,573
+1,561
BLES icon
788
Inspire Global Hope ETF
BLES
$156M
$335K 0.01%
7,547
+601
AVLV icon
789
Avantis US Large Cap Value ETF
AVLV
$13.2B
$335K 0.01%
4,151
-4,678
HMC icon
790
Honda
HMC
$34.1B
$334K 0.01%
13,745
+3,793
COIN icon
791
Coinbase
COIN
$43B
$334K 0.01%
1,913
+524
HDB icon
792
HDFC Bank
HDB
$129B
$333K 0.01%
13,386
+3,438
DDOG icon
793
Datadog
DDOG
$79.4B
$333K 0.01%
2,821
+171
EWBC icon
794
East-West Bancorp
EWBC
$17.4B
$333K 0.01%
3,116
+504
FDL icon
795
First Trust Morningstar Dividend Leaders Index Fund
FDL
$7.27B
$330K 0.01%
6,502
GL icon
796
Globe Life
GL
$13.3B
$329K 0.01%
2,366
+91
KDP icon
797
Keurig Dr Pepper
KDP
$41.9B
$329K 0.01%
12,485
-10,747
OSK icon
798
Oshkosh
OSK
$8.7B
$327K 0.01%
2,224
+204
B
799
Barrick Mining
B
$67.6B
$327K 0.01%
8,021
+3,691
MCHP icon
800
Microchip Technology
MCHP
$54.1B
$327K 0.01%
5,062
+1,383