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
1851
$10.2K ﹤0.01%
692
1852
$10.2K ﹤0.01%
114
-10
1853
$10.2K ﹤0.01%
2,500
1854
$10.1K ﹤0.01%
208
+1
1855
$10.1K ﹤0.01%
591
+33
1856
$10.1K ﹤0.01%
378
+103
1857
$10K ﹤0.01%
104
+71
1858
$10K ﹤0.01%
216
-455
1859
$10K ﹤0.01%
2,224
-100
1860
$10K ﹤0.01%
276
-18
1861
$9.99K ﹤0.01%
594
1862
$9.98K ﹤0.01%
2,155
1863
$9.96K ﹤0.01%
110
+12
1864
$9.96K ﹤0.01%
86
+58
1865
$9.95K ﹤0.01%
52
+6
1866
$9.92K ﹤0.01%
99
+58
1867
$9.9K ﹤0.01%
45
1868
$9.88K ﹤0.01%
1,182
+1
1869
$9.88K ﹤0.01%
94
1870
$9.87K ﹤0.01%
384
+274
1871
$9.87K ﹤0.01%
34
1872
$9.85K ﹤0.01%
+1,026
1873
$9.85K ﹤0.01%
41
1874
$9.84K ﹤0.01%
146
+21
1875
$9.81K ﹤0.01%
153
-172
73 74
75
76 77