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
2051
$7.18K ﹤0.01%
300
2052
$7.16K ﹤0.01%
162
-333
2053
$7.16K ﹤0.01%
1,898
+119
2054
$7.11K ﹤0.01%
47
+9
2055
$7.09K ﹤0.01%
170
-523
2056
$7.09K ﹤0.01%
1,061
-511
2057
$7.04K ﹤0.01%
724
+138
2058
$7.04K ﹤0.01%
216
+65
2059
$7.03K ﹤0.01%
223
+201
2060
$7.02K ﹤0.01%
93
2061
$7.01K ﹤0.01%
67
+32
2062
$7.01K ﹤0.01%
161
+2
2063
$7.01K ﹤0.01%
143
2064
$7K ﹤0.01%
180
2065
$6.99K ﹤0.01%
223
+12
2066
$6.92K ﹤0.01%
67
2067
$6.87K ﹤0.01%
26
+3
2068
$6.86K ﹤0.01%
369
2069
$6.86K ﹤0.01%
107
+11
2070
$6.86K ﹤0.01%
29
+3
2071
$6.86K ﹤0.01%
379
2072
$6.82K ﹤0.01%
69
2073
$6.82K ﹤0.01%
195
2074
$6.8K ﹤0.01%
326
+9
2075
$6.78K ﹤0.01%
442
81 82
83
84 85