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
951
$65.6K ﹤0.01%
8,455
+1,310
952
$65.6K ﹤0.01%
1,454
+1,412
953
$65.1K ﹤0.01%
2,750
954
$65.1K ﹤0.01%
482
955
$65K ﹤0.01%
282
+144
956
$64.9K ﹤0.01%
940
+169
957
$64.9K ﹤0.01%
686
-1,535
958
$64.8K ﹤0.01%
9,500
+1,000
959
$64.7K ﹤0.01%
2,647
-62
960
$64.7K ﹤0.01%
1,300
961
$64.5K ﹤0.01%
3,215
+71
962
$64.4K ﹤0.01%
1,290
963
$64.1K ﹤0.01%
1,636
+518
964
$64.1K ﹤0.01%
6,500
+500
965
$64.1K ﹤0.01%
3,362
+1,700
966
$63.9K ﹤0.01%
9,000
967
$63.9K ﹤0.01%
618
+80
968
$63.8K ﹤0.01%
4,400
+900
969
$63.5K ﹤0.01%
+4,500
970
$63.1K ﹤0.01%
397
+6
971
$62.8K ﹤0.01%
1,077
-24
972
$62.7K ﹤0.01%
573
+18
973
$62.7K ﹤0.01%
11,501
-17,203
974
$62.7K ﹤0.01%
545
975
$62.6K ﹤0.01%
11,180
+915
37 38
39
40 41