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
151
$1.77M 0.11%
29,026
-1,608
152
$1.76M 0.11%
17,976
+100
153
$1.74M 0.11%
61,809
+1,786
154
$1.74M 0.11%
6,356
+41
155
$1.73M 0.11%
64,952
+4,469
156
$1.71M 0.11%
27,838
+15,032
157
$1.71M 0.11%
17,867
-5,685
158
$1.69M 0.11%
2,887
+265
159
$1.66M 0.1%
32,134
+1,780
160
$1.61M 0.1%
4,552
+59
161
$1.56M 0.1%
3,278
+144
162
$1.53M 0.1%
9,023
+44
163
$1.53M 0.1%
12,818
+1,358
164
$1.53M 0.1%
18,376
+295
165
$1.5M 0.1%
3,836
-131
166
$1.49M 0.09%
6,125
-18
167
$1.48M 0.09%
23,677
+858
168
$1.47M 0.09%
34,103
+1,719
169
$1.47M 0.09%
22,704
+2,351
170
$1.47M 0.09%
8,449
+1,091
171
$1.46M 0.09%
13,769
-35
172
$1.43M 0.09%
7,971
-2,468
173
$1.42M 0.09%
11,284
-657
174
$1.41M 0.09%
3,184
+441
175
$1.4M 0.09%
8,559
-773
5 6
7
8 9