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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
DX
1476
Dynex Capital
DX
$2.81B
$91.6K ﹤0.01%
7,181
+63
PFFA icon
1477
Virtus InfraCap US Preferred Stock ETF
PFFA
$2.42B
$91.6K ﹤0.01%
4,500
SOLS
1478
Solstice Advanced Materials
SOLS
$13.6B
$91.4K ﹤0.01%
1,200
+504
BMNR
1479
BitMine Immersion Technologies
BMNR
$9.19B
$91.4K ﹤0.01%
4,620
+658
SIRI icon
1480
SiriusXM
SIRI
$9.44B
$91.3K ﹤0.01%
3,958
+1,947
ETSY icon
1481
Etsy
ETSY
$7.02B
$91.2K ﹤0.01%
1,825
-1,949
EMN icon
1482
Eastman Chemical
EMN
$8.29B
$91K ﹤0.01%
1,193
+207
CG icon
1483
Carlyle Group
CG
$16.1B
$90.8K ﹤0.01%
1,876
+533
PBH icon
1484
Prestige Consumer Healthcare
PBH
$2.23B
$90.7K ﹤0.01%
1,531
+249
SKWD icon
1485
Skyward Specialty Insurance
SKWD
$2.05B
$90.6K ﹤0.01%
2,074
+1,791
SBRA icon
1486
Sabra Healthcare REIT
SBRA
$4.57B
$90.5K ﹤0.01%
4,708
+817
PDO
1487
PIMCO Dynamic Income Opportunities Fund
PDO
$1.85B
$90.5K ﹤0.01%
7,000
PWV icon
1488
Invesco Large Cap Value ETF
PWV
$1.52B
$90.3K ﹤0.01%
1,295
OBDC icon
1489
Blue Owl Capital
OBDC
$5.39B
$90.2K ﹤0.01%
8,159
+4,134
IGM icon
1490
iShares Expanded Tech Sector ETF
IGM
$10.9B
$90.2K ﹤0.01%
761
+200
FLLA icon
1491
Franklin FTSE Latin America
FLLA
$108M
$90.2K ﹤0.01%
+3,189
RWO icon
1492
State Street SPDR Dow Jones Global Real Estate ETF
RWO
$1.23B
$90.2K ﹤0.01%
1,970
DVA icon
1493
DaVita
DVA
$13.3B
$90.1K ﹤0.01%
586
+314
FELE icon
1494
Franklin Electric
FELE
$4.6B
$90.1K ﹤0.01%
977
+175
DEO icon
1495
Diageo
DEO
$44.7B
$89.4K ﹤0.01%
1,200
+249
MAN icon
1496
ManpowerGroup
MAN
$1.56B
$89K ﹤0.01%
3,021
+1,074
HQH
1497
abrdn Healthcare Investors
HQH
$1.15B
$89K ﹤0.01%
5,000
ACM icon
1498
Aecom
ACM
$8.84B
$88.9K ﹤0.01%
1,048
+818
SNEX icon
1499
StoneX
SNEX
$11B
$88.9K ﹤0.01%
1,102
+301
STWD icon
1500
Starwood Property Trust
STWD
$6.19B
$88.7K ﹤0.01%
5,153
+281