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
2976
$86 ﹤0.01%
10
2977
$83 ﹤0.01%
2
+1
2978
$82 ﹤0.01%
+20
2979
$79 ﹤0.01%
3
2980
$76 ﹤0.01%
24
2981
$76 ﹤0.01%
1
2982
$74 ﹤0.01%
1
2983
$71 ﹤0.01%
25
-288
2984
$71 ﹤0.01%
6
2985
$66 ﹤0.01%
20
-200
2986
$64 ﹤0.01%
5
2987
$63 ﹤0.01%
4
2988
$61 ﹤0.01%
2
2989
$60 ﹤0.01%
3
2990
$60 ﹤0.01%
4
2991
$59 ﹤0.01%
4
2992
$54 ﹤0.01%
19
-573
2993
$52 ﹤0.01%
3
2994
$50 ﹤0.01%
8
-19
2995
$49 ﹤0.01%
2
2996
$48 ﹤0.01%
25
2997
$48 ﹤0.01%
6
2998
$47 ﹤0.01%
5
2999
$47 ﹤0.01%
4,895
-1,505
3000
$46 ﹤0.01%
2
118 119
120
121 122