We are live on ! Find out more
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
TMP icon
1901
Tompkins Financial
TMP
$1.28B
$48.7K ﹤0.01%
618
+52
AHR icon
1902
American Healthcare REIT
AHR
$9.62B
$48.7K ﹤0.01%
1,032
+680
WTFC icon
1903
Wintrust Financial
WTFC
$10.4B
$48.6K ﹤0.01%
350
+24
MIDD icon
1904
Middleby
MIDD
$7.79B
$48.5K ﹤0.01%
366
+59
YPF icon
1905
YPF
YPF
$19.8B
$48.5K ﹤0.01%
1,049
-335
COLD icon
1906
Americold
COLD
$4.01B
$48.4K ﹤0.01%
4,222
+1,441
NIO icon
1907
NIO
NIO
$12.6B
$48.3K ﹤0.01%
8,015
+4,383
SAFT icon
1908
Safety Insurance
SAFT
$1.04B
$48.1K ﹤0.01%
662
+77
BDC icon
1909
Belden
BDC
$4.8B
$48K ﹤0.01%
418
+83
AEO icon
1910
American Eagle Outfitters
AEO
$2.98B
$47.9K ﹤0.01%
2,870
+694
MHO icon
1911
M/I Homes
MHO
$3.82B
$47.9K ﹤0.01%
391
+97
GGB icon
1912
Gerdau
GGB
$8.21B
$47.8K ﹤0.01%
13,243
+4,842
LSCC icon
1913
Lattice Semiconductor
LSCC
$21.1B
$47.8K ﹤0.01%
515
+31
RDN icon
1914
Radian Group
RDN
$4.61B
$47.8K ﹤0.01%
1,444
-706
RYTM icon
1915
Rhythm Pharmaceuticals
RYTM
$6.64B
$47.7K ﹤0.01%
549
+283
LTH icon
1916
Life Time Group Holdings
LTH
$8.22B
$47.7K ﹤0.01%
1,772
+587
LLYVK icon
1917
Liberty Live Group Series C
LLYVK
$9.06B
$47.7K ﹤0.01%
507
+230
CGGG
1918
Capital Group U.S. Large Growth ETF
CGGG
$81.1M
$47.7K ﹤0.01%
1,882
EEMV icon
1919
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$3.76B
$47.5K ﹤0.01%
734
-1
PAG icon
1920
Penske Automotive Group
PAG
$11.5B
$47.4K ﹤0.01%
317
-489
SDRL icon
1921
Seadrill
SDRL
$2.41B
$47.3K ﹤0.01%
1,039
+92
DOCN icon
1922
DigitalOcean
DOCN
$18.1B
$47.3K ﹤0.01%
551
+71
GNR icon
1923
State Street SPDR S&P Global Natural Resources ETF
GNR
$4.6B
$47.3K ﹤0.01%
+633
CIB icon
1924
Grupo Cibest SA
CIB
$19.3B
$47.2K ﹤0.01%
648
+150
FBK icon
1925
FB Financial Corp
FBK
$2.77B
$47.1K ﹤0.01%
906
+1