We are live on ! Find out more
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
HCC icon
2176
Warrior Met Coal
HCC
$4.64B
$33.4K ﹤0.01%
359
-92
ZETA icon
2177
Zeta Global
ZETA
$4.6B
$33.4K ﹤0.01%
2,095
+1,406
RYZ
2178
Ryerson Holding Corp
RYZ
$1.42B
$33.3K ﹤0.01%
1,483
+1,091
SUNB
2179
Sunbelt Rentals Holdings
SUNB
$34.1B
$33.2K ﹤0.01%
+510
ANL
2180
Adlai Nortye
ANL
$674M
$33.2K ﹤0.01%
4,794
PZA icon
2181
Invesco National AMT-Free Municipal Bond ETF
PZA
$4.22B
$33.1K ﹤0.01%
1,442
-484
BMI icon
2182
Badger Meter
BMI
$3.95B
$33.1K ﹤0.01%
217
-2
CRK icon
2183
Comstock Resources
CRK
$3.94B
$33.1K ﹤0.01%
1,568
+371
VET icon
2184
Vermilion Energy
VET
$1.5B
$33K ﹤0.01%
2,397
+1,714
HRL icon
2185
Hormel Foods
HRL
$13.3B
$33K ﹤0.01%
1,455
+531
SBSI icon
2186
Southside Bancshares
SBSI
$1.01B
$32.9K ﹤0.01%
1,058
+71
CBT icon
2187
Cabot Corp
CBT
$4.68B
$32.8K ﹤0.01%
436
+57
FELC icon
2188
Fidelity Enhanced Large Cap Core ETF
FELC
$7.8B
$32.8K ﹤0.01%
904
+833
UXRP
2189
Proshares Ultra XRP ETF
UXRP
$31.9M
$32.8K ﹤0.01%
+1,778
KIO
2190
KKR Income Opportunities Fund
KIO
$458M
$32.7K ﹤0.01%
2,971
UNFI icon
2191
United Natural Foods
UNFI
$3.1B
$32.7K ﹤0.01%
725
-161
KURA icon
2192
Kura Oncology
KURA
$922M
$32.6K ﹤0.01%
4,010
-1,732
INSP icon
2193
Inspire Medical Systems
INSP
$1.21B
$32.6K ﹤0.01%
632
+580
BTU icon
2194
Peabody Energy
BTU
$2.93B
$32.5K ﹤0.01%
987
+99
CMPX icon
2195
Compass Therapeutics
CMPX
$371M
$32.5K ﹤0.01%
6,142
+1,772
ETHW
2196
Bitwise Ethereum ETF
ETHW
$181M
$32.5K ﹤0.01%
2,164
+970
HGTY icon
2197
Hagerty
HGTY
$1.11B
$32.3K ﹤0.01%
3,072
+1,591
SPSC icon
2198
SPS Commerce
SPSC
$1.98B
$32.3K ﹤0.01%
580
-554
PBR.A icon
2199
Petrobras Class A
PBR.A
$98B
$32.2K ﹤0.01%
1,718
-280
NEXT icon
2200
NextDecade
NEXT
$2B
$32.2K ﹤0.01%
4,205
+3,161