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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
GEF icon
2451
Greif
GEF
$3.94B
$21.6K ﹤0.01%
322
-338
U icon
2452
Unity
U
$11.7B
$21.6K ﹤0.01%
983
+175
MRNA icon
2453
Moderna
MRNA
$23.7B
$21.5K ﹤0.01%
424
+80
ANGL icon
2454
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.07B
$21.5K ﹤0.01%
747
-71
UVSP icon
2455
Univest Financial
UVSP
$1.17B
$21.4K ﹤0.01%
626
+25
MVST icon
2456
Microvast
MVST
$413M
$21.4K ﹤0.01%
14,296
+704
H icon
2457
Hyatt Hotels
H
$18.6B
$21.4K ﹤0.01%
149
+10
SAIL
2458
SailPoint Inc
SAIL
$7.28B
$21.3K ﹤0.01%
1,612
+1,417
FDP icon
2459
Del Monte Corp
FDP
$1.27B
$21.3K ﹤0.01%
530
-166
ICOW icon
2460
Pacer Developed Markets International Cash Cows 100 ETF
ICOW
$1.77B
$21.3K ﹤0.01%
503
+7
FDLO icon
2461
Fidelity Low Volatility Factor ETF
FDLO
$1.36B
$21.2K ﹤0.01%
329
+51
UE icon
2462
Urban Edge Properties
UE
$2.82B
$21.2K ﹤0.01%
1,063
-1
PKST
2463
DELISTED
Peakstone Realty Trust
PKST
$21.2K ﹤0.01%
1,014
-84
PRGS icon
2464
Progress Software
PRGS
$1.16B
$21.2K ﹤0.01%
825
+619
TK icon
2465
Teekay
TK
$1.08B
$21.1K ﹤0.01%
1,732
-235
TFII icon
2466
TFI International
TFII
$12.1B
$21.1K ﹤0.01%
194
+68
LILA icon
2467
Liberty Latin America Class A
LILA
$1.01B
$21.1K ﹤0.01%
2,437
+2,038
USRT icon
2468
iShares Core US REIT ETF
USRT
$4.27B
$21K ﹤0.01%
355
+50
PRK icon
2469
Park National Corp
PRK
$3.21B
$20.9K ﹤0.01%
128
-13
AMRX icon
2470
Amneal Pharmaceuticals
AMRX
$5.18B
$20.9K ﹤0.01%
1,683
+68
HURN icon
2471
Huron Consulting
HURN
$1.44B
$20.9K ﹤0.01%
164
-43
COUR icon
2472
Coursera
COUR
$1.52B
$20.8K ﹤0.01%
3,581
+2,801
FNDE icon
2473
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$9.59B
$20.8K ﹤0.01%
544
+16
SPHR icon
2474
Sphere Entertainment
SPHR
$5.58B
$20.8K ﹤0.01%
177
+99
DAVE icon
2475
Dave Inc
DAVE
$3.91B
$20.7K ﹤0.01%
119
+27