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
3126
– –
-5
3127
– –
-56
3128
– –
-330
3129
– –
-29
3130
– –
-10,000
3131
– –
-511
3132
– –
-538
3133
– –
-308
3134
– –
-125
3135
– –
-584
3136
– –
-85
3137
– –
-569
3138
– –
-205
3139
– –
-50
3140
– –
-69
3141
– –
-23
3142
– –
-227
3143
– –
-1
3144
– –
-1,357
3145
$0 ﹤0.01%
1
3146
$0 ﹤0.01%
13
3147
– –
-4
3148
– –
-33
3149
– –
-72
3150
– –
-1
123 124 125
126
127