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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
WDFC icon
1976
WD-40
WDFC
$3.06B
$44.7K ﹤0.01%
219
+48
PARR icon
1977
Par Pacific Holdings
PARR
$2.55B
$44.7K ﹤0.01%
713
+173
ARR
1978
Armour Residential REIT
ARR
$2.08B
$44.7K ﹤0.01%
2,677
+148
GTES icon
1979
Gates Industrial
GTES
$7.13B
$44.6K ﹤0.01%
1,973
+173
DHIL
1980
DELISTED
Diamond Hill
DHIL
$44.6K ﹤0.01%
259
+5
ABVX
1981
Abivax
ABVX
$7.91B
$44.5K ﹤0.01%
400
+25
SERV
1982
Serve Robotics
SERV
$595M
$44.5K ﹤0.01%
5,274
+2,082
DNOW icon
1983
DNOW Inc
DNOW
$2.46B
$44.5K ﹤0.01%
3,734
+105
WYNN icon
1984
Wynn Resorts
WYNN
$11B
$44.5K ﹤0.01%
438
+11
FRME icon
1985
First Merchants
FRME
$2.57B
$44.4K ﹤0.01%
1,146
+133
IPAR icon
1986
Interparfums
IPAR
$3.17B
$44.2K ﹤0.01%
487
+124
NWBI icon
1987
Northwest Bancshares
NWBI
$2.12B
$44.2K ﹤0.01%
3,486
-221
LPRE
1988
Long Pond Real Estate Select ETF
LPRE
$162M
$44.2K ﹤0.01%
+1,698
IJAN icon
1989
Innovator International Developed Power Buffer ETF January
IJAN
$267M
$44.2K ﹤0.01%
1,218
SMB icon
1990
VanEck Short Muni ETF
SMB
$308M
$44K ﹤0.01%
2,546
-17,431
UWMC icon
1991
UWM Holdings
UWMC
$753M
$44K ﹤0.01%
12,164
+855
LFST icon
1992
Lifestance Health
LFST
$3.43B
$44K ﹤0.01%
6,909
+5,404
MANU icon
1993
Manchester United
MANU
$3.86B
$43.9K ﹤0.01%
2,611
+1,076
VISN
1994
Vistance Networks Inc
VISN
$2.86B
$43.9K ﹤0.01%
2,412
-641
MYI icon
1995
BlackRock MuniYield Quality Fund III
MYI
$730M
$43.9K ﹤0.01%
+4,173
ACLS icon
1996
Axcelis
ACLS
$5.76B
$43.8K ﹤0.01%
471
+60
KMPR icon
1997
Kemper
KMPR
$1.47B
$43.8K ﹤0.01%
1,433
-179
SOHU
1998
Sohu.com
SOHU
$323M
$43.8K ﹤0.01%
2,834
+1,241
GBCI icon
1999
Glacier Bancorp
GBCI
$6.3B
$43.6K ﹤0.01%
976
+73
ABG icon
2000
Asbury Automotive
ABG
$3.67B
$43.6K ﹤0.01%
223
+36