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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
LIVN icon
1401
LivaNova
LIVN
$4.31B
$103K ﹤0.01%
1,623
+826
FTRE icon
1402
Fortrea Holdings
FTRE
$1.45B
$103K ﹤0.01%
10,936
+953
CRBG icon
1403
Corebridge Financial
CRBG
$13.3B
$103K ﹤0.01%
4,309
-1,220
FAF icon
1404
First American
FAF
$6.99B
$103K ﹤0.01%
1,703
-232
NVST icon
1405
Envista
NVST
$4.22B
$102K ﹤0.01%
4,039
-184
CRWV
1406
CoreWeave Inc
CRWV
$64.4B
$102K ﹤0.01%
1,320
+69
AVT icon
1407
Avnet
AVT
$7.5B
$102K ﹤0.01%
1,658
+466
DBMF icon
1408
iMGP DBi Managed Futures Strategy ETF
DBMF
$4.02B
$102K ﹤0.01%
3,388
-1,043
CYTK icon
1409
Cytokinetics
CYTK
$10.7B
$102K ﹤0.01%
1,548
+549
LASR icon
1410
nLIGHT
LASR
$3.65B
$102K ﹤0.01%
1,783
+721
BRC icon
1411
Brady Corp
BRC
$4.02B
$101K ﹤0.01%
1,249
+251
OIH icon
1412
VanEck Oil Services ETF
OIH
$2.18B
$101K ﹤0.01%
250
DNP icon
1413
DNP Select Income Fund
DNP
$4.03B
$101K ﹤0.01%
9,795
-1,950
SSD icon
1414
Simpson Manufacturing
SSD
$8.23B
$101K ﹤0.01%
587
-9
FSK icon
1415
FS KKR Capital
FSK
$2.88B
$101K ﹤0.01%
9,889
+258
TTAN
1416
ServiceTitan Inc
TTAN
$6.13B
$101K ﹤0.01%
1,586
+680
GLXY
1417
Galaxy Digital Inc
GLXY
$6.55B
$101K ﹤0.01%
5,451
+109
LINE
1418
Lineage Inc
LINE
$9.42B
$100K ﹤0.01%
3,064
+2,300
FLHY icon
1419
Franklin High Yield Corporate ETF
FLHY
$1.17B
$100K ﹤0.01%
4,157
+3,757
PRA icon
1420
ProAssurance
PRA
$1.27B
$100K ﹤0.01%
4,059
-981
QSR icon
1421
Restaurant Brands International
QSR
$25.5B
$100K ﹤0.01%
1,357
+290
TMHC icon
1422
Taylor Morrison
TMHC
$6.59B
$99.4K ﹤0.01%
1,706
-22
IFRA icon
1423
iShares US Infrastructure ETF
IFRA
$4.24B
$99.3K ﹤0.01%
1,736
+446
AMX icon
1424
America Movil
AMX
$79.5B
$99.3K ﹤0.01%
3,896
+739
LINC icon
1425
Lincoln Educational Services
LINC
$1.54B
$99.1K ﹤0.01%
2,436
+1,932