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
2776
$717 ﹤0.01%
46
2777
$712 ﹤0.01%
501
2778
$711 ﹤0.01%
12
-18
2779
$706 ﹤0.01%
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2780
$704 ﹤0.01%
15
2781
$704 ﹤0.01%
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2782
$699 ﹤0.01%
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+14
2783
$697 ﹤0.01%
86
+38
2784
$696 ﹤0.01%
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-55
2785
$688 ﹤0.01%
30
+12
2786
$687 ﹤0.01%
54
2787
$685 ﹤0.01%
4
2788
$672 ﹤0.01%
216
2789
$671 ﹤0.01%
19
-11
2790
$670 ﹤0.01%
56
2791
$669 ﹤0.01%
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2792
$666 ﹤0.01%
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2793
$666 ﹤0.01%
28
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2794
$666 ﹤0.01%
11
2795
$665 ﹤0.01%
+116
2796
$665 ﹤0.01%
16
2797
$663 ﹤0.01%
+2,000
2798
$657 ﹤0.01%
14
2799
$654 ﹤0.01%
6
2800
$654 ﹤0.01%
20
110 111
112
113 114