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
501
$241K 0.02%
1,544
-122
502
$239K 0.02%
4,144
+100
503
$239K 0.02%
531
+136
504
$236K 0.01%
1,014
+79
505
$236K 0.01%
1,575
+909
506
$235K 0.01%
5,650
+2,130
507
$235K 0.01%
3,238
-530
508
$235K 0.01%
2,851
+25
509
$235K 0.01%
6,572
-3,037
510
$234K 0.01%
8,962
511
$233K 0.01%
11,145
+125
512
$233K 0.01%
8,891
-6,077
513
$233K 0.01%
11,427
514
$233K 0.01%
2,339
+78
515
$233K 0.01%
5,186
-2,632
516
$232K 0.01%
9,592
+153
517
$231K 0.01%
668
-184
518
$229K 0.01%
1,744
+1,670
519
$229K 0.01%
3,263
+766
520
$228K 0.01%
1,444
-166
521
$226K 0.01%
1,528
+241
522
$226K 0.01%
2,867
+113
523
$225K 0.01%
4,628
+98
524
$223K 0.01%
3,428
+387
525
$222K 0.01%
7,878
+1
19 20
21
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