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
1051
$52.4K ﹤0.01%
60,263
1052
$52.3K ﹤0.01%
676
+184
1053
$52K ﹤0.01%
1,402
-443
1054
$51.9K ﹤0.01%
4,000
1055
$51.8K ﹤0.01%
770
-10
1056
$51.8K ﹤0.01%
610
-903
1057
$51.7K ﹤0.01%
468
-4
1058
$51.4K ﹤0.01%
338
1059
$51.4K ﹤0.01%
471
-38
1060
$51.2K ﹤0.01%
312
+19
1061
$50.9K ﹤0.01%
262
-274
1062
$50.8K ﹤0.01%
1,883
-591
1063
$50.8K ﹤0.01%
2,000
1064
$50.7K ﹤0.01%
149
1065
$50.6K ﹤0.01%
719
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1066
$50.6K ﹤0.01%
2,157
+477
1067
$50.4K ﹤0.01%
4,500
+500
1068
$50.4K ﹤0.01%
15,000
-5,000
1069
$50.3K ﹤0.01%
743
-162
1070
$50.2K ﹤0.01%
5,087
+12
1071
$50.2K ﹤0.01%
1,481
-1,021
1072
$50K ﹤0.01%
391
-1
1073
$49.9K ﹤0.01%
3,000
-2,576
1074
$49.7K ﹤0.01%
3,095
-62
1075
$49.6K ﹤0.01%
1,569
+392
41 42
43
44 45