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
401
$357K 0.02%
3,399
-2,446
402
$356K 0.02%
1,530
+7
403
$356K 0.02%
674
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404
$355K 0.02%
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$354K 0.02%
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2,976
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407
$351K 0.02%
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409
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410
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1,318
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411
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2,300
-359
412
$343K 0.02%
5,060
+1,579
413
$342K 0.02%
550
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414
$341K 0.02%
6,589
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415
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2,085
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103,798
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648
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2,883
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422
$331K 0.02%
5,226
-1,015
423
$329K 0.02%
951
-33
424
$328K 0.02%
1,286
+186
425
$327K 0.02%
2,098
-85
15 16
17
18 19