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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
OC icon
1001
Owens Corning
OC
$10.3B
$218K 0.01%
2,016
+1,047
LPLA icon
1002
LPL Financial
LPLA
$23.5B
$218K 0.01%
725
-122
DD icon
1003
DuPont de Nemours
DD
$19.3B
$217K 0.01%
4,744
+368
F icon
1004
Ford
F
$56B
$216K 0.01%
18,714
+511
CVE icon
1005
Cenovus Energy
CVE
$46.9B
$215K 0.01%
8,107
+1,843
NXPI icon
1006
NXP Semiconductors
NXPI
$79.1B
$215K 0.01%
1,092
+398
ALC icon
1007
Alcon
ALC
$31.5B
$215K 0.01%
2,852
+936
CACI icon
1008
CACI
CACI
$10.3B
$215K 0.01%
395
+35
IXUS icon
1009
iShares Core MSCI Total International Stock ETF
IXUS
$58.8B
$215K 0.01%
2,478
+413
DRI icon
1010
Darden Restaurants
DRI
$24.4B
$215K 0.01%
1,095
+31
EVRG icon
1011
Evergy
EVRG
$19B
$214K 0.01%
2,617
+644
TREX icon
1012
Trex
TREX
$4.9B
$214K 0.01%
5,865
+1,781
VNT icon
1013
Vontier
VNT
$4.21B
$212K 0.01%
5,971
+2,440
ALNY icon
1014
Alnylam Pharmaceuticals
ALNY
$37.1B
$212K 0.01%
640
-421
PJAN icon
1015
Innovator US Equity Power Buffer ETF January
PJAN
$1.48B
$212K 0.01%
4,589
AMCR icon
1016
Amcor
AMCR
$19B
$211K 0.01%
5,318
-677
RJF icon
1017
Raymond James Financial
RJF
$30.4B
$211K 0.01%
1,455
+113
TKC icon
1018
Turkcell
TKC
$5.32B
$210K 0.01%
34,834
+14,293
ASH icon
1019
Ashland
ASH
$3.11B
$209K 0.01%
3,763
-237
IDA icon
1020
Idacorp
IDA
$7.89B
$209K 0.01%
1,463
+264
UVXY icon
1021
ProShares Ultra VIX Short-Term Futures ETF
UVXY
$416M
$209K 0.01%
3,998
HUBB icon
1022
Hubbell
HUBB
$27.7B
$209K 0.01%
426
-93
PHM icon
1023
Pultegroup
PHM
$24.2B
$209K 0.01%
1,775
+530
CRUS icon
1024
Cirrus Logic
CRUS
$8.34B
$209K 0.01%
1,443
+232
DLTR icon
1025
Dollar Tree
DLTR
$21.5B
$208K 0.01%
1,902
+351