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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
INFY icon
1676
Infosys
INFY
$42.8B
$66.7K ﹤0.01%
4,935
-957
USA icon
1677
Liberty All-Star Equity Fund
USA
$1.75B
$66.6K ﹤0.01%
12,000
AGNT
1678
AGNT Inc
AGNT
$771M
$66.4K ﹤0.01%
11,081
-429
SNDA icon
1679
Sonida Senior Living
SNDA
$1.7B
$66.4K ﹤0.01%
+2,058
TAP icon
1680
Molson Coors Class B
TAP
$7.39B
$66.3K ﹤0.01%
1,540
+436
BF.B icon
1681
Brown-Forman Class B
BF.B
$12.2B
$66K ﹤0.01%
2,498
-116
DOCS icon
1682
Doximity
DOCS
$3.74B
$66K ﹤0.01%
2,833
+2,560
SLM icon
1683
SLM Corp
SLM
$4.34B
$66K ﹤0.01%
3,081
+501
VOYA icon
1684
Voya Financial
VOYA
$8.18B
$65.9K ﹤0.01%
965
+70
FBIZ icon
1685
First Business Financial Services
FBIZ
$505M
$65.9K ﹤0.01%
1,222
+3
IAUX
1686
i-80 Gold Corp
IAUX
$1.34B
$65.8K ﹤0.01%
43,322
-263
SOLV icon
1687
Solventum
SOLV
$13.1B
$65.8K ﹤0.01%
1,008
+341
RRC icon
1688
Range Resources
RRC
$8.57B
$65.7K ﹤0.01%
1,455
-1,019
UFCS icon
1689
United Fire Group
UFCS
$1.24B
$65.6K ﹤0.01%
1,771
+45
RVTY icon
1690
Revvity
RVTY
$11.2B
$65.6K ﹤0.01%
749
+109
EYE icon
1691
National Vision
EYE
$1.34B
$65.6K ﹤0.01%
2,531
+917
RGTI icon
1692
Rigetti Computing
RGTI
$7.1B
$65.3K ﹤0.01%
4,651
+1,121
AX icon
1693
Axos Financial
AX
$5.01B
$65.3K ﹤0.01%
767
+230
TRN icon
1694
Trinity Industries
TRN
$2.74B
$65K ﹤0.01%
2,021
-55
TEX icon
1695
Terex
TEX
$7.63B
$65K ﹤0.01%
1,100
+694
CNO icon
1696
CNO Financial Group
CNO
$4.74B
$65K ﹤0.01%
1,582
+46
NWS icon
1697
News Corp Class B
NWS
$15.6B
$64.9K ﹤0.01%
2,278
+397
PRAA icon
1698
PRA Group
PRAA
$570M
$64.9K ﹤0.01%
3,711
+1,230
AMSF icon
1699
AMERISAFE
AMSF
$586M
$64.9K ﹤0.01%
1,948
-181
FNB icon
1700
FNB Corp
FNB
$6.49B
$64.9K ﹤0.01%
3,882
+280