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
1351
$26K ﹤0.01%
383
-195
1352
$26K ﹤0.01%
2,005
+201
1353
$25.9K ﹤0.01%
1,131
-50
1354
$25.9K ﹤0.01%
225
+49
1355
$25.9K ﹤0.01%
1,642
+249
1356
$25.9K ﹤0.01%
2,890
+999
1357
$25.9K ﹤0.01%
403
+26
1358
$25.8K ﹤0.01%
+651
1359
$25.8K ﹤0.01%
1,866
-843
1360
$25.8K ﹤0.01%
1,022
+251
1361
$25.7K ﹤0.01%
1,426
+143
1362
$25.7K ﹤0.01%
302
-14
1363
$25.6K ﹤0.01%
322
-6
1364
$25.5K ﹤0.01%
468
1365
$25.5K ﹤0.01%
514
+400
1366
$25.4K ﹤0.01%
11,095
1367
$25.3K ﹤0.01%
434
-470
1368
$25.3K ﹤0.01%
1,605
+299
1369
$25.3K ﹤0.01%
143
-76
1370
$25.2K ﹤0.01%
1,326
-2,594
1371
$25.2K ﹤0.01%
1,201
-2,120
1372
$25.2K ﹤0.01%
710
1373
$25.2K ﹤0.01%
3,834
+1
1374
$25K ﹤0.01%
1,496
+211
1375
$24.9K ﹤0.01%
554
+167
53 54
55
56 57