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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
HTH icon
1701
Hilltop Holdings
HTH
$2.22B
$64.9K ﹤0.01%
1,812
+246
USAS
1702
Americas Gold and Silver
USAS
$1.81B
$64.7K ﹤0.01%
+12,404
BUG icon
1703
Global X Cybersecurity ETF
BUG
$1.1B
$64.7K ﹤0.01%
2,577
+181
DLX icon
1704
Deluxe
DLX
$1.05B
$64.6K ﹤0.01%
2,347
+168
UCB
1705
United Community Banks
UCB
$3.93B
$64.6K ﹤0.01%
2,052
+72
XTJL icon
1706
Innovator US Equity Accelerated Plus ETF July
XTJL
$13.3M
$64.6K ﹤0.01%
1,684
THO icon
1707
Thor Industries
THO
$3.77B
$64.6K ﹤0.01%
808
-205
DLB icon
1708
Dolby
DLB
$4.95B
$64.6K ﹤0.01%
1,075
-41
AVES icon
1709
Avantis Emerging Markets Value ETF
AVES
$1.5B
$64.5K ﹤0.01%
1,075
+967
PPLI
1710
People Inc
PPLI
$3.18B
$64.3K ﹤0.01%
1,607
+1,138
RELY icon
1711
Remitly
RELY
$4.44B
$64.3K ﹤0.01%
4,102
+1,460
ESS icon
1712
Essex Property Trust
ESS
$17.6B
$64.1K ﹤0.01%
265
+63
UDOW icon
1713
ProShares UltraPro Dow 30
UDOW
$841M
$64.1K ﹤0.01%
1,277
+1
FSLY icon
1714
Fastly Inc
FSLY
$2.8B
$64K ﹤0.01%
2,204
+627
EXP icon
1715
Eagle Materials
EXP
$6.94B
$64K ﹤0.01%
338
+14
BIZD icon
1716
VanEck BDC Income ETF
BIZD
$1.54B
$64K ﹤0.01%
5,000
+1,750
WMS icon
1717
Advanced Drainage Systems
WMS
$11.3B
$63.9K ﹤0.01%
466
+262
LNC icon
1718
Lincoln National
LNC
$7.11B
$63.8K ﹤0.01%
1,797
+61
WAFD icon
1719
WaFd
WAFD
$2.7B
$63.6K ﹤0.01%
2,026
+243
GEN icon
1720
Gen Digital
GEN
$14.6B
$63.6K ﹤0.01%
3,376
+427
YALA
1721
Yalla Group
YALA
$802M
$63.6K ﹤0.01%
10,202
+4,112
DVY icon
1722
iShares Select Dividend ETF
DVY
$22.3B
$63.3K ﹤0.01%
418
-14
WABC icon
1723
Westamerica Bancorp
WABC
$1.36B
$63.3K ﹤0.01%
1,213
+42
TDW icon
1724
Tidewater
TDW
$3.22B
$63.2K ﹤0.01%
757
-11
SSB icon
1725
SouthState Bank Corp
SSB
$9.43B
$63.2K ﹤0.01%
683
-329