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
2076
$6.77K ﹤0.01%
49
-94
2077
$6.76K ﹤0.01%
746
-735
2078
$6.76K ﹤0.01%
583
-55
2079
$6.75K ﹤0.01%
150
2080
$6.75K ﹤0.01%
100
2081
$6.75K ﹤0.01%
38
2082
$6.74K ﹤0.01%
30
+13
2083
$6.72K ﹤0.01%
129
2084
$6.72K ﹤0.01%
107
-2
2085
$6.72K ﹤0.01%
2,000
-1,000
2086
$6.72K ﹤0.01%
165
2087
$6.7K ﹤0.01%
26
2088
$6.68K ﹤0.01%
213
2089
$6.68K ﹤0.01%
32
2090
$6.68K ﹤0.01%
297
+7
2091
$6.67K ﹤0.01%
1,449
2092
$6.63K ﹤0.01%
1,645
+51
2093
$6.62K ﹤0.01%
956
2094
$6.6K ﹤0.01%
275
2095
$6.59K ﹤0.01%
83
2096
$6.57K ﹤0.01%
259
2097
$6.55K ﹤0.01%
135
-175
2098
$6.53K ﹤0.01%
62
-496
2099
$6.5K ﹤0.01%
939
+531
2100
$6.5K ﹤0.01%
80
-7
82 83
84
85 86