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
26
$13.3M 0.84%
135,355
+5,235
27
$12.8M 0.81%
98,342
-1,089
28
$12.5M 0.79%
564,255
+1,433
29
$11.9M 0.75%
29,316
+259
30
$11.8M 0.75%
133,868
+58,653
31
$11.7M 0.74%
20,361
+971
32
$11.3M 0.71%
179,671
+13,315
33
$11.2M 0.71%
117,091
-678
34
$10.7M 0.68%
295,414
+11,032
35
$10.6M 0.67%
114,657
+2,685
36
$10.5M 0.67%
222,667
+1,405
37
$9.98M 0.63%
49,408
+225
38
$9.9M 0.63%
67,246
-5,403
39
$9.5M 0.6%
29,471
-49
40
$9.2M 0.58%
247,197
-34,125
41
$9.19M 0.58%
54,989
-3,238
42
$9.14M 0.58%
19,868
+907
43
$9M 0.57%
304,099
-562
44
$8.96M 0.57%
15,652
-38
45
$8.84M 0.56%
9,969
+77
46
$8.64M 0.55%
2,743
-8
47
$8.63M 0.55%
88,587
+84,365
48
$8.48M 0.54%
140,318
+20,267
49
$8.39M 0.53%
101,174
-6,292
50
$8.08M 0.51%
52,769
-1,390
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