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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
HP icon
1951
Helmerich & Payne
HP
$3.49B
$45.9K ﹤0.01%
1,274
+134
FUL icon
1952
H.B. Fuller
FUL
$3.53B
$45.8K ﹤0.01%
743
-79
TDS icon
1953
Telephone and Data Systems
TDS
$4.51B
$45.7K ﹤0.01%
1,085
+245
PBR icon
1954
Petrobras
PBR
$108B
$45.6K ﹤0.01%
2,198
+139
BITB icon
1955
Bitwise Bitcoin ETF
BITB
$2.41B
$45.6K ﹤0.01%
1,238
+350
SFNC icon
1956
Simmons First National
SFNC
$3.18B
$45.5K ﹤0.01%
2,339
+566
AAON icon
1957
Aaon
AAON
$11.2B
$45.4K ﹤0.01%
549
+178
RARE icon
1958
Ultragenyx Pharmaceutical
RARE
$2.7B
$45.4K ﹤0.01%
2,167
+1,845
ELS icon
1959
Equity Lifestyle Properties
ELS
$12.1B
$45.3K ﹤0.01%
726
+292
RRX icon
1960
Regal Rexnord
RRX
$15.1B
$45.3K ﹤0.01%
242
+91
HIW icon
1961
Highwoods Properties
HIW
$3.23B
$45.3K ﹤0.01%
2,114
+35
CAMT icon
1962
Camtek
CAMT
$8.99B
$45.2K ﹤0.01%
298
+95
FSS icon
1963
Federal Signal
FSS
$7.23B
$45.1K ﹤0.01%
417
+128
BHF icon
1964
Brighthouse Financial
BHF
$3.63B
$45.1K ﹤0.01%
753
-562
IRTC icon
1965
iRhythm Holdings
IRTC
$3.44B
$45.1K ﹤0.01%
382
+74
MRX
1966
Marex Group
MRX
$4.66B
$45.1K ﹤0.01%
1,011
+106
AVNT icon
1967
Avient
AVNT
$3.45B
$45K ﹤0.01%
1,241
+424
JBGS
1968
JBG SMITH
JBGS
$825M
$45K ﹤0.01%
3,081
+418
FSV icon
1969
FirstService
FSV
$6.34B
$44.9K ﹤0.01%
323
-19
SEE
1970
DELISTED
Sealed Air
SEE
$44.9K ﹤0.01%
1,067
-593
CRL icon
1971
Charles River Laboratories
CRL
$8.91B
$44.9K ﹤0.01%
260
-32
CLOA icon
1972
BlackRock ETF Trust II iShares AAA CLO Active ETF
CLOA
$2.18B
$44.8K ﹤0.01%
+865
UCTT
1973
Ultra Clean Holdings
UCTT
$5.44B
$44.8K ﹤0.01%
721
+196
IYH icon
1974
iShares US Healthcare ETF
IYH
$3.07B
$44.7K ﹤0.01%
725
-1
UMBF icon
1975
UMB Financial
UMBF
$10.1B
$44.7K ﹤0.01%
396
+17