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
2126
$6.22K ﹤0.01%
324
-96
2127
$6.2K ﹤0.01%
146
+46
2128
$6.19K ﹤0.01%
39
+3
2129
$6.18K ﹤0.01%
270
2130
$6.18K ﹤0.01%
261
-228
2131
$6.13K ﹤0.01%
169
-1,405
2132
$6.12K ﹤0.01%
224
-1
2133
$6.12K ﹤0.01%
405
-1,516
2134
$6.11K ﹤0.01%
163
-57
2135
$6.09K ﹤0.01%
357
2136
$6.09K ﹤0.01%
199
-4
2137
$6.08K ﹤0.01%
87
2138
$6.06K ﹤0.01%
320
2139
$6.06K ﹤0.01%
19
2140
$6.06K ﹤0.01%
100
+18
2141
$6.05K ﹤0.01%
299
+81
2142
$6.04K ﹤0.01%
117
2143
$6.04K ﹤0.01%
476
+52
2144
$6.03K ﹤0.01%
258
-778
2145
$5.95K ﹤0.01%
166
2146
$5.93K ﹤0.01%
666
-364
2147
$5.93K ﹤0.01%
25
+13
2148
$5.93K ﹤0.01%
117
+1
2149
$5.92K ﹤0.01%
44
+12
2150
$5.92K ﹤0.01%
291
+76
84 85
86
87 88