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
3001
$44 ﹤0.01%
1
-251
3002
$42 ﹤0.01%
1
3003
$42 ﹤0.01%
6
3004
$42 ﹤0.01%
2
-21
3005
$41 ﹤0.01%
1
-40
3006
$39 ﹤0.01%
4
3007
$37 ﹤0.01%
3
3008
$32 ﹤0.01%
1
3009
$28 ﹤0.01%
13
3010
$28 ﹤0.01%
13
3011
$27 ﹤0.01%
+6
3012
$26 ﹤0.01%
11
3013
$26 ﹤0.01%
10
-22
3014
$26 ﹤0.01%
3
3015
$25 ﹤0.01%
2
3016
$16 ﹤0.01%
1
3017
$15 ﹤0.01%
3
3018
$9 ﹤0.01%
+10
3019
$8 ﹤0.01%
1
3020
– –
0
3021
$2 ﹤0.01%
1
3022
– –
0
3023
$1 ﹤0.01%
86
3024
– –
-492
3025
– –
-112
119 120
121
122 123