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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
XP icon
1926
XP
XP
$7.91B
$47.1K ﹤0.01%
2,471
+781
PSNY icon
1927
Polestar Automotive Holding UK
PSNY
$1.86B
$47K ﹤0.01%
2,554
+2,545
MGY icon
1928
Magnolia Oil & Gas
MGY
$4.88B
$46.9K ﹤0.01%
1,486
+140
SCZ icon
1929
iShares MSCI EAFE Small-Cap ETF
SCZ
$14.3B
$46.9K ﹤0.01%
598
+100
SLAB icon
1930
Silicon Laboratories
SLAB
$7.25B
$46.8K ﹤0.01%
225
+90
CHH icon
1931
Choice Hotels
CHH
$5.23B
$46.8K ﹤0.01%
452
-262
CCS icon
1932
Century Communities
CCS
$1.82B
$46.7K ﹤0.01%
814
+24
TDC icon
1933
Teradata
TDC
$2.91B
$46.7K ﹤0.01%
1,822
-1,218
CVBF icon
1934
CVB Financial
CVBF
$3.67B
$46.7K ﹤0.01%
2,407
+695
TFX icon
1935
Teleflex
TFX
$5.62B
$46.6K ﹤0.01%
390
-1,894
DBX icon
1936
Dropbox
DBX
$6.06B
$46.6K ﹤0.01%
2,052
+831
ONB icon
1937
Old National Bancorp
ONB
$9.58B
$46.5K ﹤0.01%
2,106
+352
MYE icon
1938
Myers Industries
MYE
$1.03B
$46.5K ﹤0.01%
2,195
+291
BKE icon
1939
Buckle
BKE
$2.33B
$46.5K ﹤0.01%
923
+128
MYGN icon
1940
Myriad Genetics
MYGN
$429M
$46.4K ﹤0.01%
10,316
-153
DDTJ
1941
Innovator Equity Dual Directional 10 Buffer ETF - January
DDTJ
$23.6M
$46.4K ﹤0.01%
+2,500
CBU icon
1942
Community Bank
CBU
$3.28B
$46.3K ﹤0.01%
789
+13
MATX icon
1943
Matsons
MATX
$5.79B
$46.2K ﹤0.01%
282
+24
JETS icon
1944
US Global Jets ETF
JETS
$981M
$46.2K ﹤0.01%
1,874
TTD icon
1945
Trade Desk
TTD
$8.7B
$46.1K ﹤0.01%
2,031
+1,247
STBA icon
1946
S&T Bancorp
STBA
$1.69B
$46.1K ﹤0.01%
1,101
+44
MSM icon
1947
MSC Industrial Direct
MSM
$6.62B
$46K ﹤0.01%
499
+59
FESM icon
1948
Fidelity Enhanced Small Cap Core ETF
FESM
$5.49B
$46K ﹤0.01%
1,211
+3
CHCO icon
1949
City Holding Co
CHCO
$1.79B
$46K ﹤0.01%
385
-21
ORN icon
1950
Orion Group Holdings
ORN
$643M
$46K ﹤0.01%
4,220
+10