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
876
$79.6K 0.01%
6,000
+500
877
$79.4K 0.01%
1,322
-917
878
$78.9K 0.01%
639
+18
879
$78.2K 0.01%
5,568
-8,469
880
$78K ﹤0.01%
824
+3
881
$77.7K ﹤0.01%
576
-181
882
$77.6K ﹤0.01%
2,915
-1,808
883
$77.3K ﹤0.01%
7,590
+916
884
$77.2K ﹤0.01%
1,244
-301
885
$77.2K ﹤0.01%
3,789
-27
886
$76.9K ﹤0.01%
5,429
887
$76.9K ﹤0.01%
746
-114
888
$76.6K ﹤0.01%
372
+40
889
$76.4K ﹤0.01%
807
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890
$76.1K ﹤0.01%
739
-751
891
$76K ﹤0.01%
1,985
892
$75.7K ﹤0.01%
6,595
-3,202
893
$75.7K ﹤0.01%
1,538
+276
894
$75.6K ﹤0.01%
230
-11
895
$75.5K ﹤0.01%
1,295
896
$75.5K ﹤0.01%
13,133
897
$75.5K ﹤0.01%
1,701
+105
898
$74.9K ﹤0.01%
1,585
-1,824
899
$74.8K ﹤0.01%
2,808
-410
900
$74.7K ﹤0.01%
4,855
+589
34 35
36
37 38