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
2926
$288 ﹤0.01%
+5
2927
$288 ﹤0.01%
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2928
$285 ﹤0.01%
35
2929
$260 ﹤0.01%
10
-1
2930
$258 ﹤0.01%
500
2931
$255 ﹤0.01%
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2932
$255 ﹤0.01%
+255
2933
$251 ﹤0.01%
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2934
$251 ﹤0.01%
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2935
$246 ﹤0.01%
100
2936
$241 ﹤0.01%
+17
2937
$231 ﹤0.01%
69
-49
2938
$231 ﹤0.01%
17
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2939
$230 ﹤0.01%
+41
2940
$220 ﹤0.01%
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2941
$220 ﹤0.01%
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2942
$215 ﹤0.01%
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2943
$214 ﹤0.01%
29
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2944
$213 ﹤0.01%
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$212 ﹤0.01%
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2946
$212 ﹤0.01%
+76
2947
$208 ﹤0.01%
18
-98
2948
$198 ﹤0.01%
30
2949
$192 ﹤0.01%
42
-21
2950
$181 ﹤0.01%
33
116 117
118
119 120