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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
RIG icon
2001
Transocean
RIG
$5.88B
$43.3K ﹤0.01%
6,536
+1,391
ELF icon
2002
e.l.f. Beauty
ELF
$3.82B
$43.2K ﹤0.01%
713
+564
CIFR icon
2003
Cipher Digital Inc
CIFR
$11.9B
$43.2K ﹤0.01%
3,357
+2,423
PJUL icon
2004
Innovator US Equity Power Buffer ETF July
PJUL
$1B
$43.2K ﹤0.01%
939
-4,963
SMPL icon
2005
Simply Good Foods
SMPL
$1.14B
$43K ﹤0.01%
2,995
+2,125
VNQI icon
2006
Vanguard Global ex-US Real Estate ETF
VNQI
$3.39B
$42.9K ﹤0.01%
965
BLD icon
2007
TopBuild
BLD
$12B
$42.9K ﹤0.01%
122
+17
CELH icon
2008
Celsius Holdings
CELH
$7.87B
$42.8K ﹤0.01%
1,207
-294
KWR icon
2009
Quaker Houghton
KWR
$2.61B
$42.7K ﹤0.01%
344
+117
CCD
2010
Calamos Dynamic Convertible & Income Fund
CCD
$732M
$42.7K ﹤0.01%
2,000
OUT icon
2011
Outfront Media
OUT
$5.49B
$42.7K ﹤0.01%
1,610
+686
TTEK icon
2012
Tetra Tech
TTEK
$7.1B
$42.4K ﹤0.01%
1,408
-1,539
EBC icon
2013
Eastern Bankshares
EBC
$4.43B
$42.4K ﹤0.01%
2,166
+529
ACAD icon
2014
Acadia Pharmaceuticals
ACAD
$3.7B
$42.3K ﹤0.01%
1,902
+461
VIAV icon
2015
Viavi Solutions
VIAV
$11.6B
$42.3K ﹤0.01%
1,272
+14
IMAX icon
2016
IMAX
IMAX
$2.44B
$42.2K ﹤0.01%
1,111
+170
TTI icon
2017
TETRA Technologies
TTI
$1.51B
$42.1K ﹤0.01%
4,944
-1,260
NICE icon
2018
Nice
NICE
$4.96B
$42.1K ﹤0.01%
382
+168
FLUT icon
2019
Flutter Entertainment
FLUT
$17.7B
$42.1K ﹤0.01%
413
+56
SRRK icon
2020
Scholar Rock
SRRK
$5.67B
$42K ﹤0.01%
855
-17
DJT icon
2021
Trump Media & Technology Group
DJT
$2.35B
$41.9K ﹤0.01%
4,514
+806
BOKF icon
2022
BOK Financial
BOKF
$7.92B
$41.9K ﹤0.01%
327
+52
AVSC icon
2023
Avantis US Small Cap Equity ETF
AVSC
$2.91B
$41.9K ﹤0.01%
672
+336
BAH icon
2024
Booz Allen Hamilton
BAH
$7.96B
$41.7K ﹤0.01%
535
-183
AAMI
2025
Acadian Asset Management
AAMI
$2.68B
$41.7K ﹤0.01%
767
-2