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
1476
$20.3K ﹤0.01%
92
+30
1477
$20.3K ﹤0.01%
667
+126
1478
$20.3K ﹤0.01%
3,296
-2,054
1479
$20.2K ﹤0.01%
400
1480
$20.2K ﹤0.01%
263
+20
1481
$20.1K ﹤0.01%
68
+41
1482
$20.1K ﹤0.01%
329
+95
1483
$20.1K ﹤0.01%
1,345
-148
1484
$20.1K ﹤0.01%
189
-115
1485
$20.1K ﹤0.01%
3,081
-50
1486
$19.9K ﹤0.01%
1,190
+132
1487
$19.9K ﹤0.01%
37
+5
1488
$19.9K ﹤0.01%
106
1489
$19.9K ﹤0.01%
327
+119
1490
$19.8K ﹤0.01%
387
+25
1491
$19.8K ﹤0.01%
616
1492
$19.8K ﹤0.01%
2,889
-1,939
1493
$19.8K ﹤0.01%
142
+27
1494
$19.7K ﹤0.01%
149
+3
1495
$19.7K ﹤0.01%
929
+14
1496
$19.7K ﹤0.01%
540
+17
1497
$19.7K ﹤0.01%
440
+1
1498
$19.6K ﹤0.01%
2,253
1499
$19.6K ﹤0.01%
528
+80
1500
$19.6K ﹤0.01%
2
58 59
60
61 62