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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
TENB icon
1751
Tenable Holdings
TENB
$2.96B
$60K ﹤0.01%
3,549
+2,432
GPOR icon
1752
Gulfport Energy Corp
GPOR
$2.89B
$59.9K ﹤0.01%
283
-42
STOK icon
1753
Stoke Therapeutics
STOK
$1.93B
$59.8K ﹤0.01%
1,837
+1,215
ASTS icon
1754
AST SpaceMobile
ASTS
$24.1B
$59.8K ﹤0.01%
721
+516
HIMX
1755
Himax Technologies
HIMX
$3.16B
$59.7K ﹤0.01%
7,589
+2,564
ACA icon
1756
Arcosa
ACA
$6.67B
$59.7K ﹤0.01%
562
+74
GLUE icon
1757
Monte Rosa Therapeutics
GLUE
$1.55B
$59.6K ﹤0.01%
3,626
+345
CMPR icon
1758
Cimpress
CMPR
$2.06B
$59.6K ﹤0.01%
817
+177
BAC.PRL icon
1759
Bank of America Series L
BAC.PRL
$3.84B
$59.6K ﹤0.01%
50
RUSHA icon
1760
Rush Enterprises Class A
RUSHA
$5.45B
$59.6K ﹤0.01%
901
+130
PGX icon
1761
Invesco Preferred ETF
PGX
$3.84B
$59.2K ﹤0.01%
5,437
-566
CHRD icon
1762
Chord Energy
CHRD
$6.93B
$59K ﹤0.01%
415
-153
CWEN icon
1763
Clearway Energy Class C
CWEN
$5.83B
$58.9K ﹤0.01%
1,499
+769
FRO icon
1764
Frontline
FRO
$9.11B
$58.9K ﹤0.01%
1,689
+760
GSL icon
1765
Global Ship Lease
GSL
$1.37B
$58.8K ﹤0.01%
1,579
+522
GLOB icon
1766
Globant
GLOB
$1.33B
$58.7K ﹤0.01%
1,274
+1,143
HEAL
1767
Global X Funds Global X HealthTech ETF
HEAL
$26.1M
$58.7K ﹤0.01%
2,464
+68
SHM icon
1768
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.46B
$58.7K ﹤0.01%
1,227
-268
MTH icon
1769
Meritage Homes
MTH
$5.05B
$58.7K ﹤0.01%
949
+157
Z icon
1770
Zillow
Z
$7.35B
$58.5K ﹤0.01%
1,414
+1,045
UTF icon
1771
Cohen & Steers Infrastructure Fund
UTF
$3.02B
$58.5K ﹤0.01%
2,261
+1
VIPS icon
1772
Vipshop
VIPS
$6.4B
$58.5K ﹤0.01%
3,721
+1,864
BBD icon
1773
Banco Bradesco
BBD
$35.5B
$57.9K ﹤0.01%
15,858
+6,074
ET.PRI icon
1774
Energy Transfer LP Series I Preferred Units
ET.PRI
$475M
$57.9K ﹤0.01%
+5,000
CNX icon
1775
CNX Resources
CNX
$4.62B
$57.6K ﹤0.01%
1,494
+204