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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
CARG icon
1276
CarGurus
CARG
$2.71B
$129K ﹤0.01%
3,778
+834
HDV
1277
iShares Core High Dividend ETF
HDV
$13.3B
$128K ﹤0.01%
4,720
-5
HMY icon
1278
Harmony Gold Mining
HMY
$10.6B
$128K ﹤0.01%
8,321
-382
MPT
1279
Medical Properties Trust
MPT
$2.71B
$127K ﹤0.01%
27,536
-3,602
ALLY icon
1280
Ally Financial
ALLY
$13.9B
$127K ﹤0.01%
3,243
+1,787
WIT icon
1281
Wipro
WIT
$25.1B
$127K ﹤0.01%
59,889
+5,398
WAL icon
1282
Western Alliance Bancorporation
WAL
$8.73B
$127K ﹤0.01%
1,787
+953
ARE icon
1283
Alexandria Real Estate Equities
ARE
$8.89B
$126K ﹤0.01%
2,722
+1,695
SAIA icon
1284
Saia
SAIA
$11.6B
$126K ﹤0.01%
359
-69
OWL icon
1285
Blue Owl Capital
OWL
$6.44B
$126K ﹤0.01%
13,808
+12,172
USAI icon
1286
Pacer American Energy Infrastructure ETF
USAI
$107M
$126K ﹤0.01%
2,682
+6
NEU icon
1287
NewMarket
NEU
$7.18B
$126K ﹤0.01%
196
+3
AWR icon
1288
American States Water
AWR
$3.02B
$126K ﹤0.01%
1,662
-25
JPC icon
1289
Nuveen Preferred & Income Opportunities Fund
JPC
$2.93B
$126K ﹤0.01%
16,645
SBAC icon
1290
SBA Communications
SBAC
$19.8B
$125K ﹤0.01%
728
+126
MKC icon
1291
McCormick & Company Non-Voting
MKC
$12.5B
$125K ﹤0.01%
2,481
+692
MRP
1292
Millrose Properties Inc
MRP
$4.72B
$125K ﹤0.01%
4,468
-338
AEIS icon
1293
Advanced Energy
AEIS
$14.9B
$125K ﹤0.01%
387
+26
AFRM icon
1294
Affirm
AFRM
$24.8B
$125K ﹤0.01%
2,721
-75
REXR icon
1295
Rexford Industrial Realty
REXR
$7.48B
$125K ﹤0.01%
3,804
+441
FCNCA icon
1296
First Citizens BancShares
FCNCA
$24B
$124K ﹤0.01%
66
-8
QLYS icon
1297
Qualys
QLYS
$3.92B
$124K ﹤0.01%
1,415
+184
Q
1298
Qnity Electronics Inc
Q
$35.4B
$124K ﹤0.01%
1,075
+60
SUI icon
1299
Sun Communities
SUI
$14.6B
$124K ﹤0.01%
982
+209
GMAB icon
1300
Genmab
GMAB
$15.5B
$123K ﹤0.01%
4,597
+1,565