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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
AVAH icon
1351
Aveanna Healthcare
AVAH
$1.7B
$113K ﹤0.01%
17,552
+3,172
EXR icon
1352
Extra Space Storage
EXR
$30.7B
$113K ﹤0.01%
861
+104
KN icon
1353
Knowles
KN
$3.54B
$113K ﹤0.01%
4,397
+1,033
BAX icon
1354
Baxter International
BAX
$10.3B
$113K ﹤0.01%
6,720
+1,763
MP icon
1355
MP Materials
MP
$10.8B
$113K ﹤0.01%
2,336
+679
ASC icon
1356
Ardmore Shipping
ASC
$697M
$112K ﹤0.01%
7,358
+680
CRCL
1357
Circle Internet Group
CRCL
$19.9B
$112K ﹤0.01%
1,174
+602
VSNT
1358
Versant Media Group
VSNT
$5.41B
$112K ﹤0.01%
+3,021
POCT icon
1359
Innovator US Equity Power Buffer ETF October
POCT
$968M
$112K ﹤0.01%
2,592
AVA icon
1360
Avista
AVA
$3.29B
$112K ﹤0.01%
2,782
+503
AGI icon
1361
Alamos Gold
AGI
$15.3B
$111K ﹤0.01%
2,497
+1,056
EMD
1362
Western Asset Emerging Markets Debt Fund
EMD
$619M
$110K ﹤0.01%
11,214
PRCH icon
1363
Porch Group
PRCH
$1.35B
$110K ﹤0.01%
15,339
+14,943
QGEN icon
1364
Qiagen
QGEN
$7.62B
$110K ﹤0.01%
2,746
+876
HYLS icon
1365
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
$1.65B
$110K ﹤0.01%
2,707
+45
ALT icon
1366
Altimmune
ALT
$525M
$110K ﹤0.01%
35,650
+17,967
CSGP icon
1367
CoStar Group
CSGP
$12.3B
$110K ﹤0.01%
2,721
+1,026
WY icon
1368
Weyerhaeuser
WY
$17.5B
$110K ﹤0.01%
4,492
+1,997
HOLX
1369
DELISTED
Hologic
HOLX
$110K ﹤0.01%
1,450
+338
ONC
1370
BeOne Medicines Ltd
ONC
$28B
$110K ﹤0.01%
369
+52
BCH icon
1371
Banco de Chile
BCH
$20.3B
$109K ﹤0.01%
2,944
+1,433
HLF icon
1372
Herbalife
HLF
$1.23B
$108K ﹤0.01%
7,366
+822
ESE icon
1373
ESCO Technologies
ESE
$8.9B
$108K ﹤0.01%
385
+19
SSL icon
1374
Sasol
SSL
$6.87B
$108K ﹤0.01%
8,352
-132
HAE icon
1375
Haemonetics
HAE
$3.37B
$108K ﹤0.01%
1,920
+211