EWA

EverSource Wealth Advisors Portfolio holdings

AUM $2.71B
1-Year Est. Return 23.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.58B
AUM Growth
+$73.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,166
New
Increased
Reduced
Closed

Top Buys

1
+$7.77M
2
+$4.98M
3
+$2.79M
4
VUG icon
Vanguard Growth ETF
VUG
+$2.69M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.66M

Top Sells

1
+$117M
2
+$7M
3
+$3.48M
4
TPLC icon
Timothy Plan US Large/Mid Cap Core ETF
TPLC
+$1.18M
5
PLTR icon
Palantir
PLTR
+$1.05M

Sector Composition

1 Technology 11.59%
2 Financials 6.67%
3 Consumer Discretionary 6.51%
4 Industrials 3.69%
5 Healthcare 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2501
$2.28K ﹤0.01%
21
+14
2502
$2.27K ﹤0.01%
+65
2503
$2.26K ﹤0.01%
58
-437
2504
$2.26K ﹤0.01%
106
+6
2505
$2.25K ﹤0.01%
139
2506
$2.23K ﹤0.01%
279
2507
$2.21K ﹤0.01%
28
2508
$2.21K ﹤0.01%
168
2509
$2.2K ﹤0.01%
77
2510
$2.19K ﹤0.01%
113
2511
$2.19K ﹤0.01%
52
2512
$2.18K ﹤0.01%
169
2513
$2.15K ﹤0.01%
21
-1
2514
$2.15K ﹤0.01%
103
2515
$2.13K ﹤0.01%
39
-19
2516
$2.12K ﹤0.01%
712
2517
$2.11K ﹤0.01%
688
2518
$2.11K ﹤0.01%
226
-30
2519
$2.11K ﹤0.01%
62
+27
2520
$2.11K ﹤0.01%
58
2521
$2.1K ﹤0.01%
20
2522
$2.1K ﹤0.01%
60
-33
2523
$2.09K ﹤0.01%
73
+34
2524
$2.09K ﹤0.01%
87
2525
$2.09K ﹤0.01%
27
-46
99 100
101
102 103