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
1526
$18.8K ﹤0.01%
746
1527
$18.8K ﹤0.01%
565
1528
$18.7K ﹤0.01%
325
1529
$18.6K ﹤0.01%
+400
1530
$18.6K ﹤0.01%
446
+81
1531
$18.5K ﹤0.01%
5,614
+1,478
1532
$18.5K ﹤0.01%
492
-129
1533
$18.5K ﹤0.01%
331
-34
1534
$18.4K ﹤0.01%
152
+4
1535
$18.4K ﹤0.01%
299
+39
1536
$18.4K ﹤0.01%
1,111
1537
$18.3K ﹤0.01%
164
1538
$18.3K ﹤0.01%
254
-35
1539
$18.3K ﹤0.01%
685
1540
$18.2K ﹤0.01%
554
1541
$18.2K ﹤0.01%
116
-7
1542
$18.2K ﹤0.01%
112
1543
$18.1K ﹤0.01%
360
1544
$18.1K ﹤0.01%
849
+127
1545
$18.1K ﹤0.01%
316
-1,198
1546
$18.1K ﹤0.01%
258
1547
$18K ﹤0.01%
1,030
+33
1548
$17.9K ﹤0.01%
285
+124
1549
$17.9K ﹤0.01%
219
+4
1550
$17.9K ﹤0.01%
171
+11
60 61
62
63 64