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
1151
$40.7K ﹤0.01%
1,150
+63
1152
$40.6K ﹤0.01%
372
1153
$40.6K ﹤0.01%
1,226
+83
1154
$40.6K ﹤0.01%
150
-70
1155
$40.5K ﹤0.01%
860
-1,078
1156
$40.5K ﹤0.01%
127
+17
1157
$40.2K ﹤0.01%
4,173
-356
1158
$40.1K ﹤0.01%
469
+138
1159
$39.8K ﹤0.01%
6,238
+1,380
1160
$39.5K ﹤0.01%
1,014
+1,000
1161
$39.4K ﹤0.01%
8,110
+1,631
1162
$39.4K ﹤0.01%
1,499
-68
1163
$39.4K ﹤0.01%
869
1164
$39.4K ﹤0.01%
384
-490
1165
$39.3K ﹤0.01%
277
-396
1166
$39.3K ﹤0.01%
1,717
1167
$39.3K ﹤0.01%
957
-12
1168
$39.3K ﹤0.01%
2,934
-6,236
1169
$39.3K ﹤0.01%
375
1170
$39.1K ﹤0.01%
5,510
+4,305
1171
$39K ﹤0.01%
446
-1
1172
$39K ﹤0.01%
2,990
1173
$38.9K ﹤0.01%
410
1174
$38.9K ﹤0.01%
907
-30
1175
$38.8K ﹤0.01%
1,008
-309
45 46
47
48 49