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
376
$411K 0.03%
2,262
-57
377
$411K 0.03%
10,110
+557
378
$408K 0.03%
8,732
+3,744
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1,551
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380
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11,612
+144
381
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5,375
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382
$392K 0.02%
13,148
-5,111
383
$390K 0.02%
2,206
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384
$387K 0.02%
1,679
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385
$383K 0.02%
3,689
+185
386
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5,909
+1,348
387
$379K 0.02%
10,414
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388
$379K 0.02%
2,049
+10
389
$372K 0.02%
1,873
-232
390
$370K 0.02%
12,726
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391
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393
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6,225
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394
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3,820
395
$362K 0.02%
10,491
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396
$362K 0.02%
1,599
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397
$360K 0.02%
1,843
-258
398
$360K 0.02%
1,506
+51
399
$359K 0.02%
2,008
-343
400
$359K 0.02%
3,711
-196
14 15
16
17 18