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
901
$74.6K ﹤0.01%
803
+32
902
$74.4K ﹤0.01%
1,036
+11
903
$74.1K ﹤0.01%
1,003
+244
904
$73.7K ﹤0.01%
47
-16
905
$73.6K ﹤0.01%
1,084
+25
906
$73.6K ﹤0.01%
2,484
-3
907
$73.4K ﹤0.01%
843
+27
908
$73.3K ﹤0.01%
743
+15
909
$72.7K ﹤0.01%
1,107
+88
910
$72.6K ﹤0.01%
1,184
-58
911
$72.3K ﹤0.01%
1,207
912
$72.1K ﹤0.01%
6,333
913
$71.9K ﹤0.01%
728
-496
914
$71.6K ﹤0.01%
7,453
+1,500
915
$71.5K ﹤0.01%
3,738
-1,466
916
$70.9K ﹤0.01%
810
-821
917
$70.6K ﹤0.01%
268
+182
918
$70.5K ﹤0.01%
3,596
919
$70.4K ﹤0.01%
3,035
+495
920
$70.4K ﹤0.01%
4,790
+1,472
921
$70.2K ﹤0.01%
504
+418
922
$70.1K ﹤0.01%
4,814
+642
923
$70K ﹤0.01%
1,456
-224
924
$69.8K ﹤0.01%
2,984
-306
925
$69.6K ﹤0.01%
1,465
-20
35 36
37
38 39