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
2851
$536 ﹤0.01%
+5
2852
$536 ﹤0.01%
100
2853
$536 ﹤0.01%
21
2854
$536 ﹤0.01%
59
2855
$532 ﹤0.01%
181
+164
2856
$532 ﹤0.01%
244
2857
$530 ﹤0.01%
+21
2858
$529 ﹤0.01%
27
2859
$527 ﹤0.01%
65
2860
$526 ﹤0.01%
+292
2861
$524 ﹤0.01%
17
-33
2862
$521 ﹤0.01%
+8
2863
$516 ﹤0.01%
55
2864
$512 ﹤0.01%
102
2865
$511 ﹤0.01%
10
2866
$510 ﹤0.01%
+4
2867
$509 ﹤0.01%
75
2868
$508 ﹤0.01%
14
2869
$505 ﹤0.01%
12
2870
$493 ﹤0.01%
7
2871
$493 ﹤0.01%
38
2872
$491 ﹤0.01%
14
2873
$486 ﹤0.01%
+12
2874
$475 ﹤0.01%
6
2875
$470 ﹤0.01%
+6
113 114
115
116 117