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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
ZGN icon
2251
Zegna
ZGN
$3.63B
$29.1K ﹤0.01%
2,788
+908
AIR icon
2252
AAR Corp
AIR
$5.34B
$29K ﹤0.01%
265
+19
SMR icon
2253
NuScale Power
SMR
$3.89B
$28.9K ﹤0.01%
2,668
+504
BTG icon
2254
B2Gold
BTG
$5.6B
$28.9K ﹤0.01%
6,382
+985
EQX icon
2255
Equinox Gold
EQX
$8.09B
$28.9K ﹤0.01%
1,997
+982
GFF icon
2256
Griffon
GFF
$4.1B
$28.9K ﹤0.01%
397
-100
CCU icon
2257
Compañía de Cervecerías Unidas
CCU
$2.11B
$28.8K ﹤0.01%
2,536
+347
CMP icon
2258
Compass Minerals
CMP
$1.21B
$28.7K ﹤0.01%
1,231
-66
STXF
2259
Strive 500 ETF
STXF
$1.11B
$28.7K ﹤0.01%
684
RLAY icon
2260
Relay Therapeutics
RLAY
$3.77B
$28.6K ﹤0.01%
2,876
+665
DEHP icon
2261
Dimensional Emerging Markets High Profitability ETF
DEHP
$472M
$28.6K ﹤0.01%
+846
ICVT icon
2262
iShares Convertible Bond ETF
ICVT
$7.47B
$28.5K ﹤0.01%
280
-42
FPEI icon
2263
First Trust Institutional Preferred Securities and Income ETF
FPEI
$1.9B
$28.5K ﹤0.01%
1,500
GNL icon
2264
Global Net Lease
GNL
$1.92B
$28.5K ﹤0.01%
3,040
+986
PSTL
2265
Postal Realty Trust
PSTL
$636M
$28.3K ﹤0.01%
1,527
+61
TECH icon
2266
Bio-Techne
TECH
$8.71B
$28.2K ﹤0.01%
540
+39
ONDS icon
2267
Ondas Inc
ONDS
$4.62B
$28.2K ﹤0.01%
3,120
+3,063
BAK icon
2268
Braskem
BAK
$1.17B
$28.2K ﹤0.01%
7,704
-875
UNF icon
2269
Unifirst Corp
UNF
$4.72B
$28.2K ﹤0.01%
112
+2
STKL
2270
DELISTED
SunOpta
STKL
$28.1K ﹤0.01%
4,333
-157
BWIN
2271
Baldwin Insurance Group
BWIN
$2.29B
$28K ﹤0.01%
1,278
+900
CATY icon
2272
Cathay General Bancorp
CATY
$4.02B
$28K ﹤0.01%
561
+104
CMCO icon
2273
Columbus McKinnon
CMCO
$419M
$28K ﹤0.01%
1,924
+183
KRYS icon
2274
Krystal Biotech
KRYS
$10.1B
$27.9K ﹤0.01%
108
+33
HG icon
2275
Hamilton Insurance Group
HG
$3.14B
$27.9K ﹤0.01%
935
+30