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
976
$62.4K ﹤0.01%
19,988
+2,439
977
$62.2K ﹤0.01%
1,117
-1,206
978
$62.1K ﹤0.01%
1,021
-293
979
$61.9K ﹤0.01%
515
+35
980
$61.8K ﹤0.01%
350
-422
981
$61.6K ﹤0.01%
546
+58
982
$61.6K ﹤0.01%
536
983
$61.3K ﹤0.01%
352
+29
984
$60.8K ﹤0.01%
5,136
+619
985
$60.4K ﹤0.01%
681
-299
986
$60.3K ﹤0.01%
1,969
-4,850
987
$60.3K ﹤0.01%
2,322
+95
988
$60.2K ﹤0.01%
5,158
-217
989
$60.2K ﹤0.01%
4,000
+1,000
990
$60.2K ﹤0.01%
1,503
+50
991
$60.2K ﹤0.01%
1,176
-184
992
$59.9K ﹤0.01%
1,591
-111
993
$59.6K ﹤0.01%
479
+17
994
$59.5K ﹤0.01%
541
+13
995
$59.5K ﹤0.01%
2,023
996
$59.2K ﹤0.01%
689
-241
997
$59.2K ﹤0.01%
2,340
+90
998
$59.1K ﹤0.01%
616
+188
999
$59K ﹤0.01%
4,617
+9
1000
$58.9K ﹤0.01%
1,447
+29
38 39
40
41 42