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
1751
$12.1K ﹤0.01%
2,000
1752
$12.1K ﹤0.01%
33
+8
1753
$12.1K ﹤0.01%
322
1754
$12K ﹤0.01%
3,269
+472
1755
$12K ﹤0.01%
36
+1
1756
$12K ﹤0.01%
1,075
+142
1757
$11.9K ﹤0.01%
60
+1
1758
$11.9K ﹤0.01%
508
-122
1759
$11.8K ﹤0.01%
462
1760
$11.8K ﹤0.01%
662
1761
$11.8K ﹤0.01%
3,102
+897
1762
$11.8K ﹤0.01%
617
1763
$11.7K ﹤0.01%
110
-288
1764
$11.7K ﹤0.01%
681
1765
$11.7K ﹤0.01%
504
+15
1766
$11.7K ﹤0.01%
236
-1,515
1767
$11.7K ﹤0.01%
221
+149
1768
$11.7K ﹤0.01%
332
1769
$11.6K ﹤0.01%
460
+151
1770
$11.6K ﹤0.01%
107
-7
1771
$11.6K ﹤0.01%
86
+6
1772
$11.5K ﹤0.01%
93
1773
$11.5K ﹤0.01%
263
+12
1774
$11.5K ﹤0.01%
974
-12
1775
$11.5K ﹤0.01%
1,139
69 70
71
72 73