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
1176
$38.8K ﹤0.01%
353
1177
$38.8K ﹤0.01%
+2,461
1178
$38.7K ﹤0.01%
3,133
+33
1179
$38.4K ﹤0.01%
225
+43
1180
$38.3K ﹤0.01%
1,191
+2
1181
$38.3K ﹤0.01%
1,313
-269
1182
$38.3K ﹤0.01%
531
+2
1183
$38.2K ﹤0.01%
1,287
-54
1184
$37.8K ﹤0.01%
1,019
1185
$37.8K ﹤0.01%
1,530
+11
1186
$37.7K ﹤0.01%
292
+16
1187
$37.6K ﹤0.01%
377
+120
1188
$37.6K ﹤0.01%
400
+138
1189
$37.5K ﹤0.01%
5,876
+183
1190
$37.2K ﹤0.01%
108
-13
1191
$37.1K ﹤0.01%
409
1192
$37K ﹤0.01%
183
+23
1193
$36.9K ﹤0.01%
665
+339
1194
$36.8K ﹤0.01%
190
-34
1195
$36.7K ﹤0.01%
154
-79
1196
$36.6K ﹤0.01%
944
+161
1197
$36.6K ﹤0.01%
438
+115
1198
$36.6K ﹤0.01%
2,733
+936
1199
$36.6K ﹤0.01%
10,448
-5,260
1200
$36.6K ﹤0.01%
2,121
-1,186
46 47
48
49 50