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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
CORO
1526
iShares International Country Rotation Active ETF
CORO
$7.6B
$85K ﹤0.01%
+2,645
CSTM icon
1527
Constellium
CSTM
$4.63B
$84.8K ﹤0.01%
3,452
+301
ARI
1528
Apollo Commercial Real Estate
ARI
$1.42B
$84.8K ﹤0.01%
8,026
+277
FOXA icon
1529
Fox Class A
FOXA
$21.9B
$84.7K ﹤0.01%
1,451
+251
FDLS icon
1530
Inspire Fidelis Multi Factor ETF
FDLS
$221M
$84.7K ﹤0.01%
2,294
+647
PAA icon
1531
Plains All American Pipeline
PAA
$15.1B
$84.7K ﹤0.01%
3,794
+3,494
BEKE icon
1532
KE Holdings
BEKE
$16.6B
$84.5K ﹤0.01%
5,647
+1,543
FHB icon
1533
First Hawaiian
FHB
$3.4B
$84.4K ﹤0.01%
3,427
-335
BRSP
1534
BrightSpire Capital
BRSP
$722M
$84.4K ﹤0.01%
15,074
-22
PDEC icon
1535
Innovator US Equity Power Buffer ETF December
PDEC
$1.01B
$84.4K ﹤0.01%
1,985
CAVA icon
1536
CAVA Group
CAVA
$10.4B
$84.1K ﹤0.01%
1,040
+393
PRF icon
1537
Invesco FTSE RAFI US 1000 ETF
PRF
$9.65B
$84K ﹤0.01%
1,767
-286
ESAB icon
1538
ESAB
ESAB
$6.47B
$83.6K ﹤0.01%
865
+176
TQQQ icon
1539
ProShares UltraPro QQQ
TQQQ
$39.2B
$83.5K ﹤0.01%
2,004
-758
PNW icon
1540
Pinnacle West Capital
PNW
$12.4B
$83.3K ﹤0.01%
827
+295
CENX icon
1541
Century Aluminum
CENX
$5.12B
$83.3K ﹤0.01%
1,419
+297
NUTX
1542
Nutex Health
NUTX
$1.04B
$83K ﹤0.01%
+873
DMLP icon
1543
Dorchester Minerals
DMLP
$1.21B
$83K ﹤0.01%
3,061
GLNG icon
1544
Golar LNG
GLNG
$5.05B
$82.9K ﹤0.01%
1,532
+223
PL icon
1545
Planet Labs
PL
$10.1B
$82.9K ﹤0.01%
2,965
+2,102
ZBH icon
1546
Zimmer Biomet
ZBH
$17B
$82.2K ﹤0.01%
910
+205
VCR icon
1547
Vanguard Consumer Discretionary ETF
VCR
$6.19B
$82.2K ﹤0.01%
229
+80
TPH
1548
DELISTED
Tri Pointe Homes
TPH
$82.1K ﹤0.01%
1,756
-212
BOTZ icon
1549
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.57B
$81.9K ﹤0.01%
2,465
-1
RMM
1550
RiverNorth Managed Duration Municipal Income Fund
RMM
$288M
$81.8K ﹤0.01%
6,000