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
2651
$1.29K ﹤0.01%
40
2652
$1.27K ﹤0.01%
+16
2653
$1.27K ﹤0.01%
170
+132
2654
$1.27K ﹤0.01%
57
2655
$1.27K ﹤0.01%
28
+23
2656
$1.27K ﹤0.01%
80
2657
$1.26K ﹤0.01%
+50
2658
$1.25K ﹤0.01%
86
2659
$1.25K ﹤0.01%
+40
2660
$1.25K ﹤0.01%
64
2661
$1.25K ﹤0.01%
128
2662
$1.25K ﹤0.01%
21
2663
$1.24K ﹤0.01%
1,250
2664
$1.23K ﹤0.01%
180
+107
2665
$1.22K ﹤0.01%
20
-100
2666
$1.22K ﹤0.01%
75
2667
$1.21K ﹤0.01%
500
+74
2668
$1.2K ﹤0.01%
15
-1
2669
$1.2K ﹤0.01%
59
+35
2670
$1.2K ﹤0.01%
57
2671
$1.19K ﹤0.01%
232
-396
2672
$1.19K ﹤0.01%
20
2673
$1.18K ﹤0.01%
55
-117
2674
$1.17K ﹤0.01%
257
-1,154
2675
$1.17K ﹤0.01%
9
105 106
107
108 109