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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
SWK icon
1326
Stanley Black & Decker
SWK
$13.5B
$119K ﹤0.01%
1,677
+720
SHLD icon
1327
Global X Defense Tech ETF
SHLD
$7.42B
$119K ﹤0.01%
1,681
+181
RYN icon
1328
Rayonier
RYN
$6.31B
$119K ﹤0.01%
5,774
+90
TRI icon
1329
Thomson Reuters
TRI
$34.3B
$119K ﹤0.01%
1,298
+272
SPTS icon
1330
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$5.86B
$118K ﹤0.01%
4,054
+2,031
CNM icon
1331
Core & Main
CNM
$9.09B
$118K ﹤0.01%
2,389
+710
RHI icon
1332
Robert Half
RHI
$3.23B
$118K ﹤0.01%
4,638
-1,181
GRFS icon
1333
Grifois
GRFS
$5.04B
$118K ﹤0.01%
14,685
+6,127
NGVT icon
1334
Ingevity
NGVT
$2.55B
$118K ﹤0.01%
1,653
+39
PAAS icon
1335
Pan American Silver
PAAS
$20.6B
$117K ﹤0.01%
2,146
+1,304
CCJ icon
1336
Cameco
CCJ
$46.4B
$116K ﹤0.01%
1,071
+163
SIGI icon
1337
Selective Insurance
SIGI
$5.53B
$116K ﹤0.01%
1,540
-117
OI icon
1338
O-I Glass
OI
$1.41B
$116K ﹤0.01%
11,038
+2,495
ALKS icon
1339
Alkermes
ALKS
$7.5B
$116K ﹤0.01%
3,278
+823
ADUS icon
1340
Addus HomeCare
ADUS
$1.76B
$116K ﹤0.01%
1,237
+198
VOX icon
1341
Vanguard Communication Services ETF
VOX
$5.67B
$115K ﹤0.01%
642
+321
TVAL icon
1342
T. Rowe Price Value ETF
TVAL
$757M
$115K ﹤0.01%
+3,172
TRU icon
1343
TransUnion
TRU
$12.5B
$115K ﹤0.01%
1,657
+395
UI icon
1344
Ubiquiti
UI
$35.7B
$115K ﹤0.01%
145
+25
CHKP icon
1345
Check Point Software Technologies
CHKP
$12.7B
$114K ﹤0.01%
799
+239
VIRT icon
1346
Virtu Financial
VIRT
$5.49B
$114K ﹤0.01%
2,593
+1,845
SKY icon
1347
Champion Homes
SKY
$4.57B
$114K ﹤0.01%
1,530
+589
ATRO icon
1348
Astronics
ATRO
$3.46B
$114K ﹤0.01%
1,705
+568
KIM icon
1349
Kimco Realty
KIM
$16.4B
$114K ﹤0.01%
5,059
+610
XPO icon
1350
XPO
XPO
$23.4B
$114K ﹤0.01%
584
+221