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
1826
$10.6K ﹤0.01%
282
+176
1827
$10.6K ﹤0.01%
66
+7
1828
$10.6K ﹤0.01%
110
1829
$10.6K ﹤0.01%
490
+124
1830
$10.5K ﹤0.01%
301
1831
$10.5K ﹤0.01%
75
+4
1832
$10.5K ﹤0.01%
19
+1
1833
$10.5K ﹤0.01%
272
+77
1834
$10.5K ﹤0.01%
98
-324
1835
$10.5K ﹤0.01%
100
+48
1836
$10.5K ﹤0.01%
112
+6
1837
$10.5K ﹤0.01%
118
1838
$10.4K ﹤0.01%
1,031
+415
1839
$10.4K ﹤0.01%
585
1840
$10.3K ﹤0.01%
358
1841
$10.3K ﹤0.01%
83
-52
1842
$10.3K ﹤0.01%
336
-1
1843
$10.3K ﹤0.01%
243
-12
1844
$10.3K ﹤0.01%
639
1845
$10.3K ﹤0.01%
860
-2,456
1846
$10.3K ﹤0.01%
107
+32
1847
$10.3K ﹤0.01%
78
+5
1848
$10.2K ﹤0.01%
349
+109
1849
$10.2K ﹤0.01%
224
+168
1850
$10.2K ﹤0.01%
559
-763
72 73
74
75 76