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
3076
– –
-452
3077
– –
-790
3078
– –
-125
3079
– –
-28
3080
– –
0
3081
– –
-7
3082
– –
-158
3083
– –
-910
3084
– –
-10
3085
– –
-24
3086
– –
-29
3087
– –
-111
3088
– –
-131
3089
– –
-301
3090
– –
-322
3091
– –
-167
3092
– –
-202
3093
– –
-365
3094
– –
-191
3095
– –
-46
3096
– –
-690
3097
– –
-48
3098
– –
-27
3099
– –
-65
3100
– –
-355
122 123
124
125 126