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
1601
$16.1K ﹤0.01%
104
+24
1602
$16K ﹤0.01%
350
1603
$15.9K ﹤0.01%
769
1604
$15.8K ﹤0.01%
+400
1605
$15.8K ﹤0.01%
1,232
-2,444
1606
$15.8K ﹤0.01%
1,500
1607
$15.8K ﹤0.01%
27
+15
1608
$15.8K ﹤0.01%
333
+107
1609
$15.7K ﹤0.01%
293
1610
$15.7K ﹤0.01%
456
1611
$15.7K ﹤0.01%
335
+235
1612
$15.7K ﹤0.01%
+255
1613
$15.7K ﹤0.01%
2,853
-497
1614
$15.7K ﹤0.01%
4,044
+283
1615
$15.7K ﹤0.01%
1,738
+138
1616
$15.6K ﹤0.01%
209
+7
1617
$15.6K ﹤0.01%
254
+25
1618
$15.6K ﹤0.01%
160
-421
1619
$15.6K ﹤0.01%
151
-28
1620
$15.5K ﹤0.01%
489
+331
1621
$15.5K ﹤0.01%
884
+384
1622
$15.5K ﹤0.01%
235
1623
$15.5K ﹤0.01%
160
-198
1624
$15.4K ﹤0.01%
581
1625
$15.4K ﹤0.01%
242
+38
63 64
65
66 67