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
1726
$12.9K ﹤0.01%
413
+15
1727
$12.9K ﹤0.01%
550
1728
$12.9K ﹤0.01%
298
-44
1729
$12.9K ﹤0.01%
2,565
+53
1730
$12.9K ﹤0.01%
1,842
1731
$12.9K ﹤0.01%
505
1732
$12.9K ﹤0.01%
151
+1
1733
$12.8K ﹤0.01%
3,000
-1,515
1734
$12.7K ﹤0.01%
178
+15
1735
$12.7K ﹤0.01%
348
+16
1736
$12.7K ﹤0.01%
66
-10
1737
$12.7K ﹤0.01%
264
+27
1738
$12.6K ﹤0.01%
425
1739
$12.6K ﹤0.01%
3,086
+80
1740
$12.5K ﹤0.01%
6,145
-1,050
1741
$12.5K ﹤0.01%
148
1742
$12.5K ﹤0.01%
1,302
1743
$12.5K ﹤0.01%
148
-222
1744
$12.4K ﹤0.01%
1,222
+459
1745
$12.3K ﹤0.01%
203
-2
1746
$12.3K ﹤0.01%
349
-13
1747
$12.3K ﹤0.01%
1,066
+1
1748
$12.3K ﹤0.01%
153
+7
1749
$12.3K ﹤0.01%
+380
1750
$12.2K ﹤0.01%
1,384
+179
68 69
70
71 72