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
2576
$1.73K ﹤0.01%
36
+12
2577
$1.72K ﹤0.01%
157
2578
$1.71K ﹤0.01%
67
-10
2579
$1.7K ﹤0.01%
261
2580
$1.7K ﹤0.01%
70
2581
$1.69K ﹤0.01%
136
+21
2582
$1.68K ﹤0.01%
30
+10
2583
$1.68K ﹤0.01%
572
-165
2584
$1.68K ﹤0.01%
489
+410
2585
$1.68K ﹤0.01%
19
+14
2586
$1.67K ﹤0.01%
150
-3,432
2587
$1.67K ﹤0.01%
540
2588
$1.67K ﹤0.01%
342
2589
$1.65K ﹤0.01%
932
2590
$1.65K ﹤0.01%
85
2591
$1.64K ﹤0.01%
210
+56
2592
$1.63K ﹤0.01%
59
2593
$1.62K ﹤0.01%
+39
2594
$1.6K ﹤0.01%
38
2595
$1.59K ﹤0.01%
41
2596
$1.59K ﹤0.01%
86
2597
$1.59K ﹤0.01%
95
2598
$1.58K ﹤0.01%
19
2599
$1.57K ﹤0.01%
27
2600
$1.57K ﹤0.01%
252
102 103
104
105 106