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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
NFBK icon
2426
Northfield Bancorp
NFBK
$601M
$22.6K ﹤0.01%
1,668
+86
RVMD icon
2427
Revolution Medicines
RVMD
$35.3B
$22.6K ﹤0.01%
232
+92
TMAT icon
2428
Main Thematic Innovation ETF
TMAT
$248M
$22.4K ﹤0.01%
968
+478
TOWN icon
2429
Towne Bank
TOWN
$3.19B
$22.3K ﹤0.01%
663
+30
OGN icon
2430
Organon & Co
OGN
$3.52B
$22.3K ﹤0.01%
3,720
-67
HRTG icon
2431
Heritage Insurance Holdings
HRTG
$721M
$22.2K ﹤0.01%
845
-344
MATV icon
2432
Mativ Holdings
MATV
$435M
$22.2K ﹤0.01%
2,547
-90
CALY
2433
Callaway Golf Company
CALY
$3.22B
$22.2K ﹤0.01%
1,596
+24
PLTK icon
2434
Playtika
PLTK
$1.37B
$22.1K ﹤0.01%
7,964
-4,138
CLDT
2435
Chatham Lodging
CLDT
$628M
$22.1K ﹤0.01%
2,809
-43
NMRK icon
2436
Newmark Group
NMRK
$2.66B
$22.1K ﹤0.01%
1,474
+273
INVA icon
2437
Innoviva
INVA
$1.68B
$22K ﹤0.01%
946
-6
BROS icon
2438
Dutch Bros
BROS
$9.39B
$22K ﹤0.01%
435
+299
ECOW icon
2439
Pacer Emerging Markets Cash Cows 100 ETF
ECOW
$213M
$22K ﹤0.01%
825
-80
GTX icon
2440
Garrett Motion
GTX
$6.43B
$22K ﹤0.01%
1,209
+422
ASAN icon
2441
Asana
ASAN
$1.5B
$22K ﹤0.01%
3,430
+2,669
BAND
2442
Bandwidth Inc
BAND
$1.58B
$21.9K ﹤0.01%
1,231
+39
GTLS icon
2443
Chart Industries
GTLS
$10B
$21.9K ﹤0.01%
106
+21
TCBK icon
2444
TriCo Bancshares
TCBK
$1.64B
$21.9K ﹤0.01%
461
-59
NBIS
2445
Nebius Group N.V.
NBIS
$71B
$21.9K ﹤0.01%
211
+206
DUOL icon
2446
Duolingo
DUOL
$5.88B
$21.9K ﹤0.01%
222
-162
PAM icon
2447
Pampa Energía
PAM
$4.57B
$21.8K ﹤0.01%
246
-27
GRAL
2448
GRAIL Inc
GRAL
$2.68B
$21.8K ﹤0.01%
421
-100
ENLT icon
2449
Enlight Renewable Energy
ENLT
$11.8B
$21.7K ﹤0.01%
318
+129
SNCY
2450
DELISTED
Sun Country Airlines
SNCY
$21.6K ﹤0.01%
1,309
+48