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
2101
$6.49K ﹤0.01%
476
2102
$6.49K ﹤0.01%
134
+2
2103
$6.47K ﹤0.01%
77
+7
2104
$6.47K ﹤0.01%
168
+7
2105
$6.46K ﹤0.01%
108
+9
2106
$6.46K ﹤0.01%
180
+45
2107
$6.45K ﹤0.01%
64
+1
2108
$6.45K ﹤0.01%
243
2109
$6.41K ﹤0.01%
683
-101
2110
$6.4K ﹤0.01%
599
+525
2111
$6.38K ﹤0.01%
458
2112
$6.38K ﹤0.01%
90
2113
$6.35K ﹤0.01%
76
-7
2114
$6.33K ﹤0.01%
134
-283
2115
$6.3K ﹤0.01%
321
2116
$6.28K ﹤0.01%
135
2117
$6.28K ﹤0.01%
166
-5
2118
$6.28K ﹤0.01%
275
2119
$6.27K ﹤0.01%
47
2120
$6.26K ﹤0.01%
83
2121
$6.25K ﹤0.01%
119
+75
2122
$6.24K ﹤0.01%
185
+41
2123
$6.23K ﹤0.01%
175
-81
2124
$6.23K ﹤0.01%
185
-516
2125
$6.22K ﹤0.01%
750
83 84
85
86 87