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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
FE icon
1076
FirstEnergy
FE
$26.9B
$191K 0.01%
3,774
+1,173
CGNX icon
1077
Cognex
CGNX
$11B
$190K 0.01%
3,888
+888
ENS icon
1078
EnerSys
ENS
$8.32B
$190K 0.01%
1,096
+410
MKL icon
1079
Markel Group
MKL
$23.1B
$189K 0.01%
99
+17
MASI
1080
DELISTED
Masimo
MASI
$189K 0.01%
1,064
+88
TD icon
1081
Toronto Dominion Bank
TD
$197B
$189K 0.01%
2,026
+818
ARGX icon
1082
argenx
ARGX
$54.6B
$188K 0.01%
258
+53
RMBS icon
1083
Rambus
RMBS
$15.3B
$188K 0.01%
2,188
+282
CNH
1084
CNH Industrial
CNH
$13B
$188K 0.01%
17,093
+2,920
CR icon
1085
Crane Co
CR
$12.4B
$188K 0.01%
1,099
+102
ATR icon
1086
AptarGroup
ATR
$7.68B
$188K 0.01%
1,491
+521
PEG icon
1087
Public Service Enterprise Group
PEG
$39.8B
$188K 0.01%
2,319
-448
SNA icon
1088
Snap-on
SNA
$20.1B
$187K 0.01%
515
+87
POOL icon
1089
Pool Corp
POOL
$7.25B
$187K 0.01%
923
+243
KMID
1090
Virtus KAR Mid-Cap ETF
KMID
$47.4M
$186K 0.01%
7,822
-822
LAUR icon
1091
Laureate Education
LAUR
$5.1B
$186K 0.01%
5,349
+2,007
PBA icon
1092
Pembina Pipeline
PBA
$26.8B
$186K 0.01%
4,154
+1,590
IUSV icon
1093
iShares Core S&P US Value ETF
IUSV
$26.1B
$185K 0.01%
1,809
-342
VSAT icon
1094
Viasat
VSAT
$8.76B
$184K 0.01%
4,026
+1,766
JEF icon
1095
Jefferies Financial Group
JEF
$12.7B
$184K 0.01%
4,462
+499
NLY icon
1096
Annaly Capital Management
NLY
$16.3B
$184K 0.01%
8,682
-288
STT icon
1097
State Street
STT
$46.6B
$184K 0.01%
1,450
+153
PII icon
1098
Polaris
PII
$4.06B
$184K 0.01%
3,367
+552
APAM icon
1099
Artisan Partners
APAM
$2.55B
$183K 0.01%
5,036
+1,037
WTRG icon
1100
Essential Utilities
WTRG
$10.4B
$183K 0.01%
4,549
+1,250