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
2701
$1.07K ﹤0.01%
75
2702
$1.07K ﹤0.01%
95
-46
2703
$1.07K ﹤0.01%
123
2704
$1.06K ﹤0.01%
292
2705
$1.06K ﹤0.01%
42
2706
$1.06K ﹤0.01%
11
+5
2707
$1.05K ﹤0.01%
102
+18
2708
$1.05K ﹤0.01%
26
-4
2709
$1.04K ﹤0.01%
924
-274
2710
$1.04K ﹤0.01%
327
2711
$1.04K ﹤0.01%
26
-360
2712
$1.03K ﹤0.01%
34
-50
2713
$1.02K ﹤0.01%
46
2714
$1.02K ﹤0.01%
75
2715
$1.02K ﹤0.01%
63
2716
$1.02K ﹤0.01%
30
2717
$1.02K ﹤0.01%
9
-39
2718
$1.01K ﹤0.01%
3
2719
$1.01K ﹤0.01%
90
-506
2720
$1.01K ﹤0.01%
+22
2721
$1.01K ﹤0.01%
73
2722
$1K ﹤0.01%
1,724
+1,075
2723
$993 ﹤0.01%
95
2724
$980 ﹤0.01%
19
-772
2725
$975 ﹤0.01%
23
+10
107 108
109
110 111