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
851
$85.5K 0.01%
8,173
+57
852
$85K 0.01%
1,046
853
$84.9K 0.01%
3,655
+1,351
854
$84.6K 0.01%
267
+66
855
$84.5K 0.01%
394
+50
856
$84.3K 0.01%
669
-420
857
$83.9K 0.01%
311
-162
858
$83.9K 0.01%
557
-192
859
$83.8K 0.01%
3,200
860
$83.8K 0.01%
11,792
-1,520
861
$83.5K 0.01%
20,623
+4,212
862
$83.3K 0.01%
542
-25
863
$83K 0.01%
829
-192
864
$82.9K 0.01%
2,500
865
$82.9K 0.01%
2,662
+208
866
$82K 0.01%
2,500
867
$81.8K 0.01%
7,203
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868
$81.7K 0.01%
288
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869
$81.1K 0.01%
4,000
+1,000
870
$80.9K 0.01%
1,780
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871
$80.8K 0.01%
682
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872
$80.5K 0.01%
3,886
-700
873
$80.2K 0.01%
759
874
$80K 0.01%
10,184
-1,754
875
$79.7K 0.01%
15,260
+194
33 34
35
36 37