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
1651
$14.7K ﹤0.01%
170
+54
1652
$14.7K ﹤0.01%
2,064
+259
1653
$14.7K ﹤0.01%
1,978
+870
1654
$14.7K ﹤0.01%
449
+80
1655
$14.6K ﹤0.01%
832
+39
1656
$14.6K ﹤0.01%
55
+32
1657
$14.5K ﹤0.01%
730
+34
1658
$14.5K ﹤0.01%
249
-44
1659
$14.4K ﹤0.01%
570
-543
1660
$14.4K ﹤0.01%
55
+5
1661
$14.4K ﹤0.01%
1,300
1662
$14.3K ﹤0.01%
241
+48
1663
$14.2K ﹤0.01%
406
1664
$14.2K ﹤0.01%
648
+1
1665
$14.2K ﹤0.01%
365
1666
$14.2K ﹤0.01%
306
+28
1667
$14.2K ﹤0.01%
1,091
+1,000
1668
$14.2K ﹤0.01%
+580
1669
$14.1K ﹤0.01%
337
1670
$14.1K ﹤0.01%
172
-63
1671
$14.1K ﹤0.01%
202
1672
$14.1K ﹤0.01%
346
1673
$14.1K ﹤0.01%
221
-3
1674
$14K ﹤0.01%
908
1675
$14K ﹤0.01%
1,904
+74
65 66
67
68 69