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
776
$105K 0.01%
+3,248
777
$104K 0.01%
2,640
+16
778
$104K 0.01%
1,341
+7
779
$103K 0.01%
1,723
-34
780
$103K 0.01%
2,156
-264
781
$102K 0.01%
2,771
-83
782
$102K 0.01%
993
+4
783
$102K 0.01%
14,838
-9,163
784
$101K 0.01%
1,884
785
$101K 0.01%
+6,723
786
$101K 0.01%
4,232
+898
787
$100K 0.01%
3,686
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788
$100K 0.01%
710
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789
$100K 0.01%
348
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790
$99.8K 0.01%
4,328
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791
$98.9K 0.01%
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792
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$98.2K 0.01%
2,621
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795
$96.8K 0.01%
4,348
+993
796
$96.7K 0.01%
1,049
-1,149
797
$96.5K 0.01%
395
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798
$96.4K 0.01%
1,441
+3
799
$96.4K 0.01%
6,700
800
$96.2K 0.01%
2,368
30 31
32
33 34