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
1626
$15.4K ﹤0.01%
41
+3
1627
$15.4K ﹤0.01%
108
+6
1628
$15.4K ﹤0.01%
443
-1,323
1629
$15.4K ﹤0.01%
495
+22
1630
$15.4K ﹤0.01%
375
-412
1631
$15.3K ﹤0.01%
+541
1632
$15.3K ﹤0.01%
9
1633
$15.3K ﹤0.01%
190
1634
$15.2K ﹤0.01%
968
+185
1635
$15.2K ﹤0.01%
571
+36
1636
$15.2K ﹤0.01%
248
+8
1637
$15.1K ﹤0.01%
93
+14
1638
$15.1K ﹤0.01%
535
+163
1639
$15.1K ﹤0.01%
82
1640
$15.1K ﹤0.01%
180
-4
1641
$15.1K ﹤0.01%
140
+22
1642
$15K ﹤0.01%
240
+86
1643
$15K ﹤0.01%
588
+5
1644
$14.9K ﹤0.01%
763
+83
1645
$14.9K ﹤0.01%
921
1646
$14.9K ﹤0.01%
311
-743
1647
$14.9K ﹤0.01%
336
+77
1648
$14.9K ﹤0.01%
221
-19
1649
$14.8K ﹤0.01%
89
+11
1650
$14.8K ﹤0.01%
436
+417
64 65
66
67 68