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
101
$3.27M 0.21%
28,805
-816
102
$3.19M 0.2%
7,651
-186
103
$3.19M 0.2%
47,571
+43,409
104
$3.11M 0.2%
43,800
-2,340
105
$3.1M 0.2%
55,736
+702
106
$3.1M 0.2%
24,185
-438
107
$3.1M 0.2%
19,121
+725
108
$3.09M 0.2%
133,495
+13,477
109
$2.96M 0.19%
41,870
-1,254
110
$2.96M 0.19%
25,923
+1,109
111
$2.81M 0.18%
23,472
+2,233
112
$2.79M 0.18%
13,902
-344
113
$2.74M 0.17%
29,130
-2,603
114
$2.71M 0.17%
15,731
+8,569
115
$2.59M 0.16%
8,513
+375
116
$2.58M 0.16%
5,228
-44
117
$2.57M 0.16%
31,935
+6
118
$2.56M 0.16%
14,807
+175
119
$2.56M 0.16%
52,265
-5,596
120
$2.52M 0.16%
+69,910
121
$2.44M 0.15%
14,301
-669
122
$2.43M 0.15%
10,062
-161
123
$2.43M 0.15%
26,918
+1,562
124
$2.39M 0.15%
4,832
-104
125
$2.34M 0.15%
60,126
-853
3 4
5
6 7