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
1501
$19.6K ﹤0.01%
1,610
+628
1502
$19.5K ﹤0.01%
94
-24
1503
$19.5K ﹤0.01%
186
+98
1504
$19.5K ﹤0.01%
450
+19
1505
$19.5K ﹤0.01%
824
+501
1506
$19.4K ﹤0.01%
429
-171
1507
$19.4K ﹤0.01%
4,271
+2,010
1508
$19.4K ﹤0.01%
203
+101
1509
$19.4K ﹤0.01%
2,500
1510
$19.3K ﹤0.01%
289
-425
1511
$19.3K ﹤0.01%
1,740
-1,316
1512
$19.3K ﹤0.01%
379
+23
1513
$19.3K ﹤0.01%
+1,065
1514
$19.3K ﹤0.01%
606
-50
1515
$19.3K ﹤0.01%
533
1516
$19.3K ﹤0.01%
+968
1517
$19.2K ﹤0.01%
998
-35
1518
$19.1K ﹤0.01%
1,049
1519
$19.1K ﹤0.01%
262
+88
1520
$19.1K ﹤0.01%
253
-217
1521
$19K ﹤0.01%
77
-2
1522
$19K ﹤0.01%
827
+404
1523
$18.9K ﹤0.01%
207
1524
$18.9K ﹤0.01%
761
-149
1525
$18.9K ﹤0.01%
719
-182
59 60
61
62 63