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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
QDPL icon
1051
Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
QDPL
$1.66B
$201K 0.01%
5,000
MAA icon
1052
Mid-America Apartment Communities
MAA
$15.4B
$201K 0.01%
1,643
+729
MTDR icon
1053
Matador Resources
MTDR
$6.15B
$200K 0.01%
3,172
+858
SLVP icon
1054
iShares MSCI Global Silver and Metals Miners ETF
SLVP
$889M
$200K 0.01%
5,640
+26
ENSG icon
1055
The Ensign Group
ENSG
$8.98B
$200K 0.01%
992
+232
DOCU
1056
DocuSign
DOCU
$8.3B
$200K 0.01%
4,217
+2,681
RYAAY icon
1057
Ryanair
RYAAY
$31.9B
$199K 0.01%
3,443
+811
BINC icon
1058
BlackRock Flexible Income ETF
BINC
$16.2B
$199K 0.01%
3,825
-664
IHG icon
1059
InterContinental Hotels
IHG
$25.4B
$198K 0.01%
1,484
+29
SMH icon
1060
VanEck Semiconductor ETF
SMH
$75.4B
$198K 0.01%
515
-531
JPIB icon
1061
JPMorgan International Bond Opportunities ETF
JPIB
$2.03B
$197K 0.01%
4,128
+742
KT icon
1062
KT
KT
$8.77B
$196K 0.01%
9,122
+2,653
THG icon
1063
Hanover Insurance
THG
$6.92B
$195K 0.01%
1,127
+59
HPQ icon
1064
HP
HPQ
$21.5B
$195K 0.01%
10,137
-3,444
BKLN icon
1065
Invesco Senior Loan ETF
BKLN
$7.13B
$195K 0.01%
9,533
TERN
1066
DELISTED
Terns Pharmaceuticals
TERN
$194K 0.01%
3,689
+1,482
CF icon
1067
CF Industries
CF
$15.8B
$194K 0.01%
1,496
+97
AMKR icon
1068
Amkor Technology
AMKR
$22.4B
$194K 0.01%
4,311
+943
BRO icon
1069
Brown & Brown
BRO
$20B
$194K 0.01%
2,976
+2,134
HALO icon
1070
Halozyme
HALO
$8.13B
$194K 0.01%
3,001
+48
ARCC icon
1071
Ares Capital
ARCC
$12.9B
$193K 0.01%
10,731
+469
DPZ icon
1072
Domino's
DPZ
$10.4B
$193K 0.01%
537
+344
LUV icon
1073
Southwest Airlines
LUV
$23.4B
$193K 0.01%
5,131
+508
NOK icon
1074
Nokia
NOK
$75.3B
$193K 0.01%
23,964
+9,138
OMF icon
1075
OneMain Financial
OMF
$6.72B
$191K 0.01%
3,576
+1,006