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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
POWI icon
2026
Power Integrations
POWI
$4.99B
$41.7K ﹤0.01%
814
+453
BY icon
2027
Byline Bancorp
BY
$1.62B
$41.6K ﹤0.01%
1,317
+146
MAPS
2028
DELISTED
WM TECHNOLOGY INC A
MAPS
$41.5K ﹤0.01%
62,989
+1,833
SHBI icon
2029
Shore Bancshares
SHBI
$737M
$41.5K ﹤0.01%
2,220
+52
STLA icon
2030
Stellantis
STLA
$18.6B
$41.4K ﹤0.01%
5,840
+27
GSST icon
2031
Goldman Sachs Access Ultra Short Bond ETF
GSST
$1.52B
$41.2K ﹤0.01%
816
-1,327
SRCE icon
2032
1st Source
SRCE
$1.87B
$41.2K ﹤0.01%
595
+30
UDR icon
2033
UDR
UDR
$12.1B
$41.2K ﹤0.01%
1,219
+574
KMT icon
2034
Kennametal
KMT
$2.73B
$41.1K ﹤0.01%
1,137
+176
TR icon
2035
Tootsie Roll Industries
TR
$2.71B
$40.9K ﹤0.01%
958
+292
EOS
2036
Eaton Vance Enhance Equity Income Fund II
EOS
$1.16B
$40.9K ﹤0.01%
2,000
FBIN icon
2037
Fortune Brands Innovations
FBIN
$4.98B
$40.8K ﹤0.01%
1,048
+255
ZG icon
2038
Zillow
ZG
$7.18B
$40.7K ﹤0.01%
984
+637
CBZ icon
2039
CBIZ
CBZ
$1.56B
$40.6K ﹤0.01%
1,512
+1,315
XLRE icon
2040
State Street Real Estate Select Sector SPDR ETF
XLRE
$7.93B
$40.5K ﹤0.01%
993
SXI icon
2041
Standex International
SXI
$3.85B
$40.5K ﹤0.01%
159
+31
LXP icon
2042
LXP Industrial Trust
LXP
$3.18B
$40.4K ﹤0.01%
874
+176
SPGP icon
2043
Invesco S&P 500 GARP ETF
SPGP
$2.17B
$40.4K ﹤0.01%
375
VTIP icon
2044
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$18.8B
$40.2K ﹤0.01%
805
-115
CFA icon
2045
VictoryShares US 500 Volatility Wtd ETF
CFA
$536M
$40.2K ﹤0.01%
440
+1
FELV icon
2046
Fidelity Enhanced Large Cap Value ETF
FELV
$3.16B
$40.2K ﹤0.01%
1,151
+232
NZF icon
2047
Nuveen Municipal Credit Income Fund
NZF
$2.44B
$40.2K ﹤0.01%
3,300
LVHI icon
2048
Franklin International Low Volatility High Dividend Index ETF
LVHI
$5B
$40.2K ﹤0.01%
991
+3
HGV icon
2049
Hilton Grand Vacations
HGV
$4.12B
$40.1K ﹤0.01%
1,026
+157
GT icon
2050
Goodyear
GT
$1.76B
$40.1K ﹤0.01%
6,048
+5,248