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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
FMX icon
1026
Fomento Económico Mexicano
FMX
$43.1B
$208K 0.01%
1,875
+545
KLIC icon
1027
Kulicke & Soffa
KLIC
$6.38B
$207K 0.01%
3,157
+2,380
NWSA icon
1028
News Corp Class A
NWSA
$13.8B
$207K 0.01%
8,299
+1,739
WBD icon
1029
Warner Bros
WBD
$65.7B
$207K 0.01%
7,532
+2,007
SE icon
1030
Sea Limited
SE
$55.9B
$206K 0.01%
2,493
+751
CORP icon
1031
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
$1.61B
$206K 0.01%
2,129
-499
SSO icon
1032
ProShares Ultra S&P500
SSO
$7.63B
$206K 0.01%
3,972
+377
KEY icon
1033
KeyCorp
KEY
$24.4B
$206K 0.01%
10,265
+522
PPL icon
1034
PPL Corp
PPL
$26.6B
$205K 0.01%
5,366
+849
SH icon
1035
ProShares Short S&P500
SH
$1.06B
$205K 0.01%
5,401
+5,229
BLDR icon
1036
Builders FirstSource
BLDR
$8.67B
$204K 0.01%
2,482
+985
SNN icon
1037
Smith & Nephew
SNN
$12.7B
$204K 0.01%
6,427
+1,602
INGR icon
1038
Ingredion
INGR
$6.18B
$204K 0.01%
1,812
+784
IR icon
1039
Ingersoll Rand
IR
$30.5B
$204K 0.01%
2,545
+120
IWY icon
1040
iShares Russell Top 200 Growth ETF
IWY
$16.8B
$203K 0.01%
817
+18
AEE icon
1041
Ameren
AEE
$30.1B
$203K 0.01%
1,847
+544
XLU icon
1042
State Street Utilities Select Sector SPDR ETF
XLU
$22.7B
$203K 0.01%
4,423
-10
ESTC icon
1043
Elastic
ESTC
$6.13B
$203K 0.01%
4,054
-4,994
OTIS icon
1044
Otis Worldwide
OTIS
$28.1B
$202K 0.01%
2,618
-2,288
GIL icon
1045
Gildan
GIL
$9.61B
$202K 0.01%
3,626
+672
VLTO icon
1046
Veralto
VLTO
$20.6B
$202K 0.01%
2,282
-955
LSTR icon
1047
Landstar System
LSTR
$7.04B
$201K 0.01%
1,256
+719
SPYI icon
1048
NEOS S&P 500 High Income ETF
SPYI
$10.1B
$201K 0.01%
4,075
+1,975
BTSG icon
1049
BrightSpring Health Services
BTSG
$13B
$201K 0.01%
4,718
+892
BN icon
1050
Brookfield
BN
$99.3B
$201K 0.01%
4,961
-18