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
926
$69.5K ﹤0.01%
1,480
-1,092
927
$69K ﹤0.01%
2,500
+500
928
$68.9K ﹤0.01%
1,800
929
$68.8K ﹤0.01%
473
930
$68.7K ﹤0.01%
3,809
931
$68.6K ﹤0.01%
1,479
+9
932
$68K ﹤0.01%
3,034
+117
933
$67.7K ﹤0.01%
351
-243
934
$67.4K ﹤0.01%
1,022
+90
935
$67.4K ﹤0.01%
652
+64
936
$67K ﹤0.01%
12,308
937
$66.8K ﹤0.01%
3,677
-1,881
938
$66.7K ﹤0.01%
1,618
-50
939
$66.5K ﹤0.01%
183
-84
940
$66.5K ﹤0.01%
1,051
+136
941
$66.5K ﹤0.01%
1,877
-6,454
942
$66.4K ﹤0.01%
1,460
943
$66.2K ﹤0.01%
1,268
+66
944
$66.1K ﹤0.01%
4,870
+353
945
$66.1K ﹤0.01%
1,745
946
$65.9K ﹤0.01%
589
+114
947
$65.8K ﹤0.01%
4,478
-1,953
948
$65.7K ﹤0.01%
80
-51
949
$65.7K ﹤0.01%
2,123
-3,801
950
$65.7K ﹤0.01%
850
+756
36 37
38
39 40