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
1401
$23.9K ﹤0.01%
646
1402
$23.9K ﹤0.01%
532
1403
$23.9K ﹤0.01%
210
-5
1404
$23.8K ﹤0.01%
177
+54
1405
$23.8K ﹤0.01%
1,166
+220
1406
$23.7K ﹤0.01%
875
+71
1407
$23.7K ﹤0.01%
173
-237
1408
$23.6K ﹤0.01%
148
-104
1409
$23.6K ﹤0.01%
241
1410
$23.6K ﹤0.01%
708
-221
1411
$23.6K ﹤0.01%
601
-618
1412
$23.5K ﹤0.01%
1,068
+59
1413
$23.5K ﹤0.01%
262
-4
1414
$23.5K ﹤0.01%
481
-1,266
1415
$23.4K ﹤0.01%
736
1416
$23.4K ﹤0.01%
803
+17
1417
$23.3K ﹤0.01%
250
+64
1418
$23.3K ﹤0.01%
798
+241
1419
$23.1K ﹤0.01%
1,606
-874
1420
$23.1K ﹤0.01%
4,000
+450
1421
$23.1K ﹤0.01%
2,000
1422
$23K ﹤0.01%
80
+6
1423
$23K ﹤0.01%
984
+401
1424
$23K ﹤0.01%
78
+48
1425
$22.9K ﹤0.01%
155
+17
55 56
57
58 59