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
2026
$7.42K ﹤0.01%
1,237
2027
$7.4K ﹤0.01%
542
+182
2028
$7.39K ﹤0.01%
172
+50
2029
$7.39K ﹤0.01%
433
+4
2030
$7.39K ﹤0.01%
96
+20
2031
$7.37K ﹤0.01%
311
+200
2032
$7.36K ﹤0.01%
295
-17
2033
$7.35K ﹤0.01%
21
-24
2034
$7.34K ﹤0.01%
103
-218
2035
$7.34K ﹤0.01%
432
+90
2036
$7.33K ﹤0.01%
902
2037
$7.31K ﹤0.01%
159
+63
2038
$7.31K ﹤0.01%
539
+168
2039
$7.31K ﹤0.01%
133
+83
2040
$7.3K ﹤0.01%
317
2041
$7.3K ﹤0.01%
140
-39
2042
$7.28K ﹤0.01%
217
-7
2043
$7.24K ﹤0.01%
103
+5
2044
$7.23K ﹤0.01%
81
+75
2045
$7.23K ﹤0.01%
296
2046
$7.22K ﹤0.01%
136
+3
2047
$7.22K ﹤0.01%
187
+33
2048
$7.21K ﹤0.01%
291
+5
2049
$7.2K ﹤0.01%
153
-4
2050
$7.18K ﹤0.01%
400
80 81
82
83 84