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
1976
$8.12K ﹤0.01%
81
+46
1977
$8.11K ﹤0.01%
200
1978
$8.09K ﹤0.01%
906
-45
1979
$8.02K ﹤0.01%
167
1980
$8.02K ﹤0.01%
380
-96
1981
$7.98K ﹤0.01%
183
+103
1982
$7.97K ﹤0.01%
1,040
1983
$7.96K ﹤0.01%
73
-7
1984
$7.96K ﹤0.01%
865
1985
$7.96K ﹤0.01%
208
-9
1986
$7.93K ﹤0.01%
58
+4
1987
$7.93K ﹤0.01%
429
-142
1988
$7.92K ﹤0.01%
73
1989
$7.92K ﹤0.01%
38
+11
1990
$7.91K ﹤0.01%
257
+34
1991
$7.88K ﹤0.01%
64
+14
1992
$7.87K ﹤0.01%
167
1993
$7.87K ﹤0.01%
56
1994
$7.86K ﹤0.01%
84
-420
1995
$7.86K ﹤0.01%
1,597
1996
$7.84K ﹤0.01%
931
1997
$7.83K ﹤0.01%
83
1998
$7.82K ﹤0.01%
211
1999
$7.81K ﹤0.01%
517
+35
2000
$7.8K ﹤0.01%
3,500
78 79
80
81 82