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
2601
$1.57K ﹤0.01%
+449
2602
$1.56K ﹤0.01%
4
2603
$1.56K ﹤0.01%
24
+16
2604
$1.56K ﹤0.01%
+63
2605
$1.55K ﹤0.01%
34
2606
$1.53K ﹤0.01%
222
-249
2607
$1.52K ﹤0.01%
166
+158
2608
$1.52K ﹤0.01%
118
2609
$1.5K ﹤0.01%
54
2610
$1.5K ﹤0.01%
61
+13
2611
$1.49K ﹤0.01%
1,001
+1
2612
$1.49K ﹤0.01%
69
-94
2613
$1.48K ﹤0.01%
35
2614
$1.47K ﹤0.01%
198
2615
$1.47K ﹤0.01%
28
2616
$1.47K ﹤0.01%
26
-50
2617
$1.45K ﹤0.01%
22
2618
$1.44K ﹤0.01%
205
2619
$1.43K ﹤0.01%
24
2620
$1.43K ﹤0.01%
161
-47
2621
$1.43K ﹤0.01%
11
2622
$1.42K ﹤0.01%
24
2623
$1.42K ﹤0.01%
81
-4
2624
$1.42K ﹤0.01%
+117
2625
$1.42K ﹤0.01%
233
+32
103 104
105
106 107