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
751
$114K 0.01%
3,604
-1,725
752
$114K 0.01%
1,678
+699
753
$114K 0.01%
3,098
754
$114K 0.01%
1,414
+165
755
$114K 0.01%
634
+56
756
$114K 0.01%
4,986
+275
757
$114K 0.01%
988
-1,067
758
$113K 0.01%
1,627
-58
759
$113K 0.01%
536
760
$113K 0.01%
1,524
+67
761
$113K 0.01%
506
+71
762
$112K 0.01%
1,898
-25
763
$111K 0.01%
573
-294
764
$111K 0.01%
277
+10
765
$110K 0.01%
4,773
+555
766
$110K 0.01%
2,622
+7
767
$110K 0.01%
1,915
+13
768
$109K 0.01%
10,885
769
$109K 0.01%
2,055
-517
770
$109K 0.01%
723
-204
771
$109K 0.01%
5,410
+3,000
772
$108K 0.01%
715
+62
773
$108K 0.01%
771
+281
774
$107K 0.01%
6,387
+370
775
$105K 0.01%
962
-128
29 30
31
32 33