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
1926
$8.99K ﹤0.01%
373
-510
1927
$8.97K ﹤0.01%
7
+2
1928
$8.95K ﹤0.01%
50
+4
1929
$8.93K ﹤0.01%
53
+18
1930
$8.92K ﹤0.01%
340
+30
1931
$8.92K ﹤0.01%
86
+1
1932
$8.91K ﹤0.01%
632
-500
1933
$8.89K ﹤0.01%
500
1934
$8.89K ﹤0.01%
70
+6
1935
$8.88K ﹤0.01%
117
+4
1936
$8.88K ﹤0.01%
3,639
+464
1937
$8.86K ﹤0.01%
502
+157
1938
$8.86K ﹤0.01%
858
-232
1939
$8.84K ﹤0.01%
253
1940
$8.76K ﹤0.01%
89
+1
1941
$8.72K ﹤0.01%
131
-679
1942
$8.71K ﹤0.01%
700
1943
$8.68K ﹤0.01%
431
+9
1944
$8.67K ﹤0.01%
2,940
1945
$8.67K ﹤0.01%
786
1946
$8.64K ﹤0.01%
959
+175
1947
$8.63K ﹤0.01%
62
1948
$8.59K ﹤0.01%
292
+207
1949
$8.58K ﹤0.01%
17
+3
1950
$8.57K ﹤0.01%
663
76 77
78
79 80