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
1326
$27.9K ﹤0.01%
447
+91
1327
$27.9K ﹤0.01%
249
+31
1328
$27.8K ﹤0.01%
484
+9
1329
$27.8K ﹤0.01%
783
1330
$27.8K ﹤0.01%
190
+56
1331
$27.8K ﹤0.01%
321
-559
1332
$27.6K ﹤0.01%
553
-40
1333
$27.5K ﹤0.01%
1,324
+13
1334
$27.5K ﹤0.01%
1,375
-45
1335
$27.5K ﹤0.01%
+1,750
1336
$27.2K ﹤0.01%
1,040
1337
$27.1K ﹤0.01%
316
-946
1338
$27.1K ﹤0.01%
607
-546
1339
$27.1K ﹤0.01%
1,571
-35
1340
$27K ﹤0.01%
278
+265
1341
$26.9K ﹤0.01%
2,875
1342
$26.8K ﹤0.01%
605
-748
1343
$26.8K ﹤0.01%
581
-12
1344
$26.7K ﹤0.01%
591
+66
1345
$26.7K ﹤0.01%
+300
1346
$26.6K ﹤0.01%
326
+17
1347
$26.6K ﹤0.01%
270
1348
$26.4K ﹤0.01%
4,054
+534
1349
$26.3K ﹤0.01%
1,330
+431
1350
$26.1K ﹤0.01%
377
+1
52 53
54
55 56