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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
TIGO icon
901
Millicom
TIGO
$14.1B
$267K 0.01%
3,568
+1,098
FLIN icon
902
Franklin FTSE India ETF
FLIN
$2.57B
$267K 0.01%
8,039
+631
CPA icon
903
Copa Holdings
CPA
$6.16B
$266K 0.01%
2,338
+660
SOXX icon
904
iShares Semiconductor ETF
SOXX
$46.4B
$265K 0.01%
807
-469
VFC icon
905
VF Corp
VFC
$6.8B
$265K 0.01%
15,604
+8,689
CTRA
906
DELISTED
Coterra Energy
CTRA
$264K 0.01%
7,515
+289
DMXF icon
907
iShares ESG Advanced MSCI EAFE ETF
DMXF
$1.2B
$264K 0.01%
+3,497
TRMB icon
908
Trimble
TRMB
$11.5B
$262K 0.01%
4,010
-630
NTAP icon
909
NetApp
NTAP
$31.3B
$260K 0.01%
2,542
-818
FTS icon
910
Fortis
FTS
$28.6B
$260K 0.01%
4,658
+1,355
XLC icon
911
State Street Communication Services Select Sector SPDR ETF
XLC
$23.4B
$259K 0.01%
2,340
+16
RMD icon
912
ResMed
RMD
$27.4B
$259K 0.01%
1,154
+363
TRP icon
913
TC Energy
TRP
$70.5B
$259K 0.01%
4,133
-90
MKSI icon
914
MKS Inc
MKSI
$27.4B
$257K 0.01%
1,120
+365
MANH icon
915
Manhattan Associates
MANH
$7.83B
$257K 0.01%
1,927
+56
DAR icon
916
Darling Ingredients
DAR
$8.53B
$256K 0.01%
4,147
+2,816
PCOR icon
917
Procore
PCOR
$6.03B
$256K 0.01%
4,498
+4,086
BLTE
918
Belite Bio
BLTE
$5.86B
$256K 0.01%
1,608
+10
SU icon
919
Suncor Energy
SU
$65.3B
$256K 0.01%
3,874
+788
CHRW icon
920
C.H. Robinson
CHRW
$21.8B
$256K 0.01%
1,539
+517
URA icon
921
Global X Uranium ETF
URA
$6.64B
$253K 0.01%
5,226
+4,514
AVGE icon
922
Avantis All Equity Markets ETF
AVGE
$1.01B
$253K 0.01%
2,871
+66
CNP icon
923
CenterPoint Energy
CNP
$28B
$251K 0.01%
5,821
-43
TKO icon
924
TKO Group
TKO
$14.9B
$251K 0.01%
1,246
+445
SUPN icon
925
Supernus Pharmaceuticals
SUPN
$2.58B
$251K 0.01%
4,859
+7