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
2876
$469 ﹤0.01%
54
2877
$467 ﹤0.01%
20
2878
$465 ﹤0.01%
17
2879
$464 ﹤0.01%
9
-209
2880
$463 ﹤0.01%
14
2881
$462 ﹤0.01%
22
2882
$455 ﹤0.01%
111
2883
$453 ﹤0.01%
+20
2884
$453 ﹤0.01%
32
2885
$447 ﹤0.01%
73
2886
$445 ﹤0.01%
27
2887
$444 ﹤0.01%
14
2888
$440 ﹤0.01%
+10
2889
$437 ﹤0.01%
273
2890
$435 ﹤0.01%
+27
2891
$424 ﹤0.01%
9
2892
$416 ﹤0.01%
+5
2893
$413 ﹤0.01%
27
2894
$412 ﹤0.01%
55
-250
2895
$410 ﹤0.01%
106
2896
$408 ﹤0.01%
22
2897
$400 ﹤0.01%
6
2898
$399 ﹤0.01%
14
2899
$390 ﹤0.01%
54
2900
$387 ﹤0.01%
17
114 115
116
117 118