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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
WHD icon
2351
Cactus
WHD
$3.76B
$25.5K ﹤0.01%
538
+64
CBL
2352
CBL Properties
CBL
$1.53B
$25.5K ﹤0.01%
663
+42
TNDM icon
2353
Tandem Diabetes Care
TNDM
$983M
$25.3K ﹤0.01%
1,322
+271
POST icon
2354
Post Holdings
POST
$3.93B
$25.3K ﹤0.01%
256
+100
RAMP icon
2355
LiveRamp
RAMP
$2.26B
$25.2K ﹤0.01%
952
-555
MAC icon
2356
Macerich
MAC
$7.15B
$25.2K ﹤0.01%
1,335
+236
WERN icon
2357
Werner Enterprises
WERN
$2.45B
$25.1K ﹤0.01%
854
+165
AS icon
2358
Amer Sports
AS
$21B
$25.1K ﹤0.01%
761
+348
SHOO icon
2359
Steven Madden
SHOO
$3.12B
$25K ﹤0.01%
737
+18
BATRA icon
2360
Atlanta Braves Holdings Series A
BATRA
$3.55B
$25K ﹤0.01%
530
+85
DKS icon
2361
Dick's Sporting Goods
DKS
$21.4B
$25K ﹤0.01%
126
-51
VTOL icon
2362
Bristow Group
VTOL
$1.26B
$24.9K ﹤0.01%
532
-54
SPTL icon
2363
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$10.4B
$24.9K ﹤0.01%
948
-296
HHH icon
2364
Howard Hughes
HHH
$3.98B
$24.9K ﹤0.01%
394
-9
FPE icon
2365
First Trust Preferred Securities and Income ETF
FPE
$6.36B
$24.9K ﹤0.01%
1,402
+337
PTEN icon
2366
Patterson-UTI
PTEN
$3.87B
$24.8K ﹤0.01%
2,286
-298
RSI icon
2367
Rush Street Interactive
RSI
$3.14B
$24.6K ﹤0.01%
1,133
-38
BSEP icon
2368
Innovator US Equity Buffer ETF September
BSEP
$214M
$24.6K ﹤0.01%
511
GSSC icon
2369
GS ActiveBeta US Small Cap Equity ETF
GSSC
$1.03B
$24.5K ﹤0.01%
328
+1
TAL icon
2370
TAL Education Group
TAL
$5.25B
$24.4K ﹤0.01%
2,149
+1,189
NN icon
2371
NextNav
NN
$2.25B
$24.4K ﹤0.01%
1,525
+1,514
BUSE icon
2372
First Busey Corp
BUSE
$2.41B
$24.4K ﹤0.01%
965
+117
LAB icon
2373
Standard BioTools
LAB
$303M
$24.3K ﹤0.01%
26,466
+1,388
ATAT icon
2374
Atour Lifestyle Holdings
ATAT
$4.33B
$24.3K ﹤0.01%
659
-159
AUPH icon
2375
Aurinia Pharmaceuticals
AUPH
$2.25B
$24.2K ﹤0.01%
1,636
+608