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
2676
$1.17K ﹤0.01%
+19
2677
$1.16K ﹤0.01%
714
2678
$1.16K ﹤0.01%
19
2679
$1.16K ﹤0.01%
37
-570
2680
$1.16K ﹤0.01%
29
+6
2681
$1.16K ﹤0.01%
78
-60
2682
$1.16K ﹤0.01%
4
-3
2683
$1.15K ﹤0.01%
2,851
2684
$1.15K ﹤0.01%
26
2685
$1.15K ﹤0.01%
188
+45
2686
$1.14K ﹤0.01%
40
-84
2687
$1.14K ﹤0.01%
168
-207
2688
$1.14K ﹤0.01%
11
-12
2689
$1.14K ﹤0.01%
38
2690
$1.13K ﹤0.01%
42
2691
$1.13K ﹤0.01%
38
-228
2692
$1.13K ﹤0.01%
146
2693
$1.13K ﹤0.01%
250
2694
$1.12K ﹤0.01%
60
2695
$1.1K ﹤0.01%
191
2696
$1.1K ﹤0.01%
40
2697
$1.08K ﹤0.01%
34
2698
$1.08K ﹤0.01%
100
2699
$1.07K ﹤0.01%
25
+9
2700
$1.07K ﹤0.01%
30
106 107
108
109 110