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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
EDU icon
2226
New Oriental
EDU
$7.2B
$30.6K ﹤0.01%
540
+279
KAPR icon
2227
Innovator US Small Cap Power Buffer ETF April
KAPR
$217M
$30.6K ﹤0.01%
843
CART icon
2228
Maplebear
CART
$10.4B
$30.5K ﹤0.01%
814
-812
NESR
2229
National Energy Services Reunited Corp
NESR
$2.53B
$30.5K ﹤0.01%
1,420
+194
ICL icon
2230
ICL Group
ICL
$6.54B
$30.4K ﹤0.01%
5,890
-479
PWZ icon
2231
Invesco California AMT-Free Municipal Bond ETF
PWZ
$1.15B
$30.4K ﹤0.01%
1,272
+12
JPIN icon
2232
JPMorgan Diversified Return International Equity ETF
JPIN
$362M
$30.3K ﹤0.01%
425
-1
LBRDA icon
2233
Liberty Broadband Class A
LBRDA
$4.21B
$30.2K ﹤0.01%
602
+321
CGIE icon
2234
Capital Group International Equity ETF
CGIE
$2.33B
$30.2K ﹤0.01%
+893
PFBC icon
2235
Preferred Bank
PFBC
$1.18B
$30.2K ﹤0.01%
333
+34
MPLX icon
2236
MPLX
MPLX
$57.7B
$30.1K ﹤0.01%
528
ANDE icon
2237
Andersons Inc
ANDE
$2.41B
$30.1K ﹤0.01%
419
+133
JOBY icon
2238
Joby Aviation
JOBY
$9.7B
$29.9K ﹤0.01%
3,623
+523
TRIN icon
2239
Trinity Capital
TRIN
$1.52B
$29.9K ﹤0.01%
2,034
+78
AMPY icon
2240
Amplify Energy
AMPY
$167M
$29.8K ﹤0.01%
4,780
-379
QTTB icon
2241
Q32 Bio
QTTB
$214M
$29.8K ﹤0.01%
4,640
SMBK icon
2242
SmartFinancial
SMBK
$767M
$29.7K ﹤0.01%
760
-9
AVAV icon
2243
AeroVironment
AVAV
$7.66B
$29.7K ﹤0.01%
162
-3
AVUS icon
2244
Avantis US Equity ETF
AVUS
$13.7B
$29.6K ﹤0.01%
266
-488
STEL icon
2245
Stellar Bancorp
STEL
$1.96B
$29.5K ﹤0.01%
805
+46
MNDY icon
2246
monday.com
MNDY
$3.6B
$29.4K ﹤0.01%
425
+354
VRNS icon
2247
Varonis Systems
VRNS
$3.76B
$29.2K ﹤0.01%
1,360
+839
NEOG icon
2248
Neogen
NEOG
$1.94B
$29.2K ﹤0.01%
3,141
+184
NVR icon
2249
NVR
NVR
$17.1B
$29.1K ﹤0.01%
4
-5
SBLK icon
2250
Star Bulk Carriers
SBLK
$2.96B
$29.1K ﹤0.01%
1,265
+264