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
1576
$17K ﹤0.01%
730
+102
1577
$17K ﹤0.01%
330
-362
1578
$16.9K ﹤0.01%
358
1579
$16.9K ﹤0.01%
855
-60
1580
$16.9K ﹤0.01%
392
-33
1581
$16.9K ﹤0.01%
591
+16
1582
$16.8K ﹤0.01%
821
-424
1583
$16.8K ﹤0.01%
321
1584
$16.8K ﹤0.01%
274
+13
1585
$16.7K ﹤0.01%
1,800
1586
$16.7K ﹤0.01%
63
+12
1587
$16.7K ﹤0.01%
96
-56
1588
$16.7K ﹤0.01%
154
-3
1589
$16.7K ﹤0.01%
327
1590
$16.7K ﹤0.01%
96
-152
1591
$16.6K ﹤0.01%
1,640
1592
$16.6K ﹤0.01%
320
+11
1593
$16.5K ﹤0.01%
286
1594
$16.5K ﹤0.01%
418
+347
1595
$16.4K ﹤0.01%
111
-5
1596
$16.4K ﹤0.01%
22,500
1597
$16.3K ﹤0.01%
189
+18
1598
$16.3K ﹤0.01%
1,105
+227
1599
$16.3K ﹤0.01%
71
-144
1600
$16.2K ﹤0.01%
64
62 63
64
65 66