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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
BYD icon
2376
Boyd Gaming
BYD
$6.42B
$24.2K ﹤0.01%
295
+57
YORW icon
2377
York Water
YORW
$477M
$24.2K ﹤0.01%
794
+209
CPER icon
2378
United States Copper Index Fund
CPER
$751M
$24.2K ﹤0.01%
+702
WTM icon
2379
White Mountains Insurance
WTM
$4.98B
$24.2K ﹤0.01%
11
+1
FBP icon
2380
First Bancorp
FBP
$3.98B
$24K ﹤0.01%
1,123
-309
GRBK icon
2381
Green Brick Partners
GRBK
$3.19B
$23.9K ﹤0.01%
371
+21
HPK icon
2382
HighPeak Energy
HPK
$927M
$23.9K ﹤0.01%
3,465
+2,710
BGC icon
2383
BGC Group
BGC
$5.81B
$23.9K ﹤0.01%
2,443
+1,171
PAY icon
2384
Paymentus
PAY
$2.56B
$23.9K ﹤0.01%
940
+805
CX icon
2385
Cemex
CX
$18.1B
$23.8K ﹤0.01%
2,080
+1,075
SNDX icon
2386
Syndax Pharmaceuticals
SNDX
$1.72B
$23.7K ﹤0.01%
1,015
+28
CENTA icon
2387
Central Garden & Pet Co Class A
CENTA
$2.38B
$23.7K ﹤0.01%
731
+87
ICUI icon
2388
ICU Medical
ICUI
$3.39B
$23.6K ﹤0.01%
183
+15
KRG icon
2389
Kite Realty
KRG
$5.74B
$23.6K ﹤0.01%
962
+295
AQN icon
2390
Algonquin Power & Utilities
AQN
$4.53B
$23.6K ﹤0.01%
3,846
+1,614
BATRK icon
2391
Atlanta Braves Holdings Series B
BATRK
$3.24B
$23.6K ﹤0.01%
553
+157
RISN icon
2392
Inspire Capital Appreciation ETF
RISN
$78.3M
$23.6K ﹤0.01%
822
+820
ECVT icon
2393
Ecovyst
ECVT
$1.41B
$23.6K ﹤0.01%
1,833
+272
FND icon
2394
Floor & Decor
FND
$5.58B
$23.6K ﹤0.01%
464
+109
WEN icon
2395
Wendy's
WEN
$1.18B
$23.5K ﹤0.01%
3,388
-6,778
SARO
2396
StandardAero Inc
SARO
$9.08B
$23.5K ﹤0.01%
911
+90
SCL icon
2397
Stepan Co
SCL
$1.21B
$23.5K ﹤0.01%
470
+107
CMBT
2398
CMB.TECH NV
CMBT
$4.46B
$23.5K ﹤0.01%
1,856
+224
FIZZ icon
2399
National Beverage
FIZZ
$3.24B
$23.5K ﹤0.01%
697
+433
IOT icon
2400
Samsara
IOT
$18.2B
$23.4K ﹤0.01%
739
+522