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
801
$96K 0.01%
385
+2
802
$95.4K 0.01%
598
+113
803
$94.9K 0.01%
1,260
+29
804
$94.8K 0.01%
767
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$94.6K 0.01%
18,549
-2,799
806
$94.4K 0.01%
897
-201
807
$94.1K 0.01%
841
-15
808
$94.1K 0.01%
871
-24
809
$94K 0.01%
997
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810
$93.9K 0.01%
5,021
+500
811
$93.5K 0.01%
831
+716
812
$93.5K 0.01%
2,287
-1,255
813
$93.4K 0.01%
971
+125
814
$93.2K 0.01%
3,294
+596
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$93.1K 0.01%
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816
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$92.5K 0.01%
1,810
818
$92.4K 0.01%
2,320
819
$92.3K 0.01%
967
820
$92.1K 0.01%
1,549
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821
$91.6K 0.01%
3,176
822
$91.5K 0.01%
1,265
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$91.3K 0.01%
746
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$91.2K 0.01%
1,673
+85
825
$91K 0.01%
2,609
+2
31 32
33
34 35