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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
KFY icon
1876
Korn Ferry
KFY
$3.71B
$50K ﹤0.01%
795
-2
GOLF icon
1877
Acushnet Holdings
GOLF
$6.31B
$50K ﹤0.01%
535
+163
TEVA icon
1878
Teva Pharmaceuticals
TEVA
$36.7B
$49.9K ﹤0.01%
1,658
+647
DK icon
1879
Delek US
DK
$2.54B
$49.9K ﹤0.01%
1,107
+139
HE icon
1880
Hawaiian Electric Industries
HE
$2.25B
$49.8K ﹤0.01%
3,356
+674
OII icon
1881
Oceaneering
OII
$3.6B
$49.8K ﹤0.01%
1,403
+191
CZR icon
1882
Caesars Entertainment
CZR
$5.95B
$49.7K ﹤0.01%
1,882
+702
NOVT icon
1883
Novanta
NOVT
$5.53B
$49.7K ﹤0.01%
421
-6
NCNO icon
1884
nCino
NCNO
$1.62B
$49.7K ﹤0.01%
3,317
+3,255
NHC icon
1885
National Healthcare
NHC
$3.15B
$49.7K ﹤0.01%
311
+69
BDN
1886
Brandywine Realty Trust
BDN
$537M
$49.7K ﹤0.01%
18,327
+5,994
RDIV icon
1887
Invesco S&P Ultra Dividend Revenue ETF
RDIV
$1.18B
$49.5K ﹤0.01%
890
-225
AMG icon
1888
Affiliated Managers Group
AMG
$9.32B
$49.5K ﹤0.01%
179
+56
ENTG icon
1889
Entegris
ENTG
$27.2B
$49.5K ﹤0.01%
422
-14
KJAN icon
1890
Innovator US Small Cap Power Buffer ETF January
KJAN
$333M
$49.5K ﹤0.01%
1,186
-34
GHI icon
1891
Greystone Housing Impact Investors LP
GHI
$122M
$49.2K ﹤0.01%
10,000
SATS icon
1892
EchoStar
SATS
$31.6B
$49.2K ﹤0.01%
420
-103
NPO icon
1893
Enpro
NPO
$8.02B
$49.1K ﹤0.01%
196
+27
HTGC icon
1894
Hercules Capital
HTGC
$2.9B
$49.1K ﹤0.01%
3,322
APLS
1895
DELISTED
Apellis Pharmaceuticals
APLS
$49K ﹤0.01%
1,219
-1,383
BEN icon
1896
Franklin Resources
BEN
$17.2B
$49K ﹤0.01%
2,075
+238
EPRT icon
1897
Essential Properties Realty Trust
EPRT
$6.35B
$48.9K ﹤0.01%
1,612
+713
TIP icon
1898
iShares TIPS Bond ETF
TIP
$14.9B
$48.9K ﹤0.01%
443
-55
HYS icon
1899
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
$1.67B
$48.9K ﹤0.01%
524
-70
PLOW icon
1900
Douglas Dynamics
PLOW
$1.14B
$48.7K ﹤0.01%
1,158
-222