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
551
$203K 0.01%
1,334
+3
552
$202K 0.01%
10,475
+1,685
553
$201K 0.01%
433
-165
554
$201K 0.01%
5,968
-812
555
$201K 0.01%
396
+13
556
$200K 0.01%
1,394
+106
557
$200K 0.01%
2,736
-911
558
$199K 0.01%
1,231
+51
559
$199K 0.01%
1,676
+373
560
$199K 0.01%
2,527
561
$198K 0.01%
3,824
-482
562
$197K 0.01%
1,105
+8
563
$196K 0.01%
2,514
+146
564
$196K 0.01%
6,342
-3,031
565
$196K 0.01%
824
-8
566
$196K 0.01%
416
+25
567
$195K 0.01%
4,261
+249
568
$194K 0.01%
1,687
+1,349
569
$194K 0.01%
3,840
-1,621
570
$193K 0.01%
5,960
+649
571
$193K 0.01%
9,776
572
$191K 0.01%
787
+204
573
$191K 0.01%
22,670
+1,506
574
$191K 0.01%
588
+165
575
$191K 0.01%
5,312
+1,137
21 22
23
24 25