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
1776
$11.5K ﹤0.01%
296
+62
1777
$11.5K ﹤0.01%
81
-56
1778
$11.5K ﹤0.01%
100
1779
$11.4K ﹤0.01%
252
-72
1780
$11.4K ﹤0.01%
287
+82
1781
$11.4K ﹤0.01%
442
+38
1782
$11.4K ﹤0.01%
158
+45
1783
$11.4K ﹤0.01%
550
1784
$11.4K ﹤0.01%
253
-47
1785
$11.4K ﹤0.01%
316
-67
1786
$11.4K ﹤0.01%
178
+17
1787
$11.4K ﹤0.01%
834
-3,537
1788
$11.3K ﹤0.01%
1,211
+394
1789
$11.3K ﹤0.01%
405
+45
1790
$11.3K ﹤0.01%
85
1791
$11.3K ﹤0.01%
+301
1792
$11.2K ﹤0.01%
96
+10
1793
$11.2K ﹤0.01%
250
1794
$11.2K ﹤0.01%
623
1795
$11.2K ﹤0.01%
441
+31
1796
$11.2K ﹤0.01%
113
-62
1797
$11.2K ﹤0.01%
65
+8
1798
$11.1K ﹤0.01%
175
-278
1799
$11.1K ﹤0.01%
300
1800
$11.1K ﹤0.01%
349
70 71
72
73 74