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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
HCI icon
1801
HCI Group
HCI
$2.09B
$55.8K ﹤0.01%
361
-197
GFL icon
1802
GFL Environmental
GFL
$12.7B
$55.7K ﹤0.01%
1,335
+360
HXL icon
1803
Hexcel
HXL
$7.36B
$55.7K ﹤0.01%
688
+57
BRZE icon
1804
Braze
BRZE
$2.26B
$55.6K ﹤0.01%
2,355
+1,531
FCN icon
1805
FTI Consulting
FCN
$4.39B
$55.5K ﹤0.01%
314
+10
AUB icon
1806
Atlantic Union Bankshares
AUB
$5.6B
$55.2K ﹤0.01%
1,544
+318
DXPE icon
1807
DXP Enterprises
DXPE
$2.69B
$55.1K ﹤0.01%
394
-9
WHR icon
1808
Whirlpool
WHR
$2.52B
$54.9K ﹤0.01%
1,018
+774
CWT icon
1809
California Water Service
CWT
$2.71B
$54.8K ﹤0.01%
1,209
+606
EFOR
1810
Everforth Inc
EFOR
$782M
$54.7K ﹤0.01%
1,414
+748
DVAL icon
1811
BrandywineGLOBAL Dynamic US Large Cap Value ETF
DVAL
$71.4M
$54.5K ﹤0.01%
+3,692
COLM icon
1812
Columbia Sportswear
COLM
$3.4B
$54.4K ﹤0.01%
992
-241
APGE icon
1813
Apogee Therapeutics
APGE
$6.81B
$54.3K ﹤0.01%
645
+246
BRKR icon
1814
Bruker
BRKR
$8.71B
$54.2K ﹤0.01%
1,500
+1,263
OFG icon
1815
OFG Bancorp
OFG
$1.97B
$54.2K ﹤0.01%
1,339
-10
BYLD icon
1816
iShares Yield Optimized Bond ETF
BYLD
$453M
$54K ﹤0.01%
2,397
-110
ECPG icon
1817
Encore Capital Group
ECPG
$1.78B
$53.9K ﹤0.01%
769
+52
MD icon
1818
Pediatrix Medical
MD
$1.94B
$53.8K ﹤0.01%
2,515
+1,100
NBR icon
1819
Nabors Industries
NBR
$1.29B
$53.5K ﹤0.01%
622
+141
LDEM icon
1820
iShares ESG MSCI EM Leaders ETF
LDEM
$34.2M
$53.5K ﹤0.01%
923
+57
HTO
1821
H2O America
HTO
$2.37B
$53.4K ﹤0.01%
911
+394
MLTX icon
1822
MoonLake Immunotherapeutics
MLTX
$1.41B
$53.4K ﹤0.01%
2,867
+1,974
FCF icon
1823
First Commonwealth Financial
FCF
$1.99B
$53.4K ﹤0.01%
3,038
+191
NUKZ icon
1824
Range Nuclear Renaissance Index ETF
NUKZ
$877M
$53.3K ﹤0.01%
811
+25
JOE icon
1825
St. Joe Company
JOE
$3.79B
$53.2K ﹤0.01%
847
+168