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
1376
$24.9K ﹤0.01%
787
+19
1377
$24.9K ﹤0.01%
846
-699
1378
$24.9K ﹤0.01%
1,140
1379
$24.9K ﹤0.01%
330
+50
1380
$24.9K ﹤0.01%
677
-1,050
1381
$24.9K ﹤0.01%
131
+25
1382
$24.9K ﹤0.01%
1,176
1383
$24.9K ﹤0.01%
406
+30
1384
$24.8K ﹤0.01%
3,232
+1,386
1385
$24.8K ﹤0.01%
777
-134
1386
$24.8K ﹤0.01%
227
-39
1387
$24.8K ﹤0.01%
538
1388
$24.6K ﹤0.01%
596
-1,314
1389
$24.4K ﹤0.01%
504
-1,068
1390
$24.4K ﹤0.01%
607
-556
1391
$24.4K ﹤0.01%
78
+13
1392
$24.4K ﹤0.01%
2,106
1393
$24.3K ﹤0.01%
270
-20
1394
$24.2K ﹤0.01%
+550
1395
$24.2K ﹤0.01%
831
+4
1396
$24.1K ﹤0.01%
2,195
1397
$24.1K ﹤0.01%
1,500
1398
$24.1K ﹤0.01%
2,468
-1,349
1399
$24K ﹤0.01%
143
-263
1400
$24K ﹤0.01%
214
+11
54 55
56
57 58