Holdings of EverSource Wealth Advisors, LLC
· Original filing · Compare with another fund · Report an error
- Net assets
- -
- Positions
- 3,721 in 37 countries
- Top ten
- 26.2 % of the equity sleeve
- Filed on
- Mar 31, 2026
Portfolio shape
Positions
Sector breakdown
- Technology 11.8 %
- Financials 5.7 %
- Consumer discretionary 4.2 %
- Funds 3.4 %
- Communication 3.0 %
- Industrials 2.3 %
- Health care 2.2 %
- Energy 1.8 %
- Consumer staples 1.5 %
- Utilities 0.8 %
- Materials 0.4 %
- Real estate 0.3 %
- Unattributed 62.4 %
Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".
Currency breakdown
- USD 100.0 %
Each line is counted in its quoted currency, as the fund declares it.
Country breakdown
- United States 98.2 %
- Netherlands 0.7 %
- United Kingdom 0.2 %
- Taiwan 0.2 %
- South Korea 0.1 %
- Japan 0.1 %
- Spain 0.1 %
- Cayman Islands 0.0 %
- India 0.0 %
- Brazil 0.0 %
- South Africa 0.0 %
- Mexico 0.0 %
- Other countries 0.2 %
Shares are computed on the fund's equities only.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | United States | 3,526 | 2.8B $ | 98.17 % |
| 2 | Netherlands | 6 | 20.9M $ | 0.73 % |
| 3 | United Kingdom | 24 | 6.5M $ | 0.23 % |
| 4 | Taiwan | 4 | 5.9M $ | 0.21 % |
| 5 | South Korea | 8 | 3.4M $ | 0.12 % |
| 6 | Japan | 6 | 2.8M $ | 0.10 % |
| 7 | Spain | 3 | 2.4M $ | 0.08 % |
| 8 | Cayman Islands | 40 | 1.3M $ | 0.05 % |
| 9 | India | 5 | 1.1M $ | 0.04 % |
| 10 | Brazil | 19 | 1.1M $ | 0.04 % |
| 11 | South Africa | 5 | 694.9K $ | 0.02 % |
| 12 | Mexico | 11 | 650.3K $ | 0.02 % |
Cite this page
Titelia. "Holdings of EverSource Wealth Advisors, LLC". https://titelia.com/en/funds/US13F1710537