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
1551
$17.9K ﹤0.01%
98
1552
$17.8K ﹤0.01%
3,025
+195
1553
$17.7K ﹤0.01%
514
1554
$17.7K ﹤0.01%
292
-113
1555
$17.7K ﹤0.01%
130
+36
1556
$17.7K ﹤0.01%
1,052
+227
1557
$17.7K ﹤0.01%
896
1558
$17.6K ﹤0.01%
136
+14
1559
$17.6K ﹤0.01%
3,015
1560
$17.6K ﹤0.01%
62
1561
$17.5K ﹤0.01%
131
+4
1562
$17.4K ﹤0.01%
4,427
1563
$17.4K ﹤0.01%
98
-302
1564
$17.4K ﹤0.01%
1,446
+24
1565
$17.4K ﹤0.01%
276
+1
1566
$17.4K ﹤0.01%
934
+36
1567
$17.3K ﹤0.01%
+400
1568
$17.3K ﹤0.01%
1,200
1569
$17.3K ﹤0.01%
85
+40
1570
$17.3K ﹤0.01%
339
1571
$17.2K ﹤0.01%
497
+148
1572
$17.2K ﹤0.01%
354
+340
1573
$17.2K ﹤0.01%
1,483
1574
$17.1K ﹤0.01%
230
+197
1575
$17K ﹤0.01%
213
-42
61 62
63
64 65