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
2151
$5.91K ﹤0.01%
481
2152
$5.89K ﹤0.01%
51
-12
2153
$5.89K ﹤0.01%
125
2154
$5.89K ﹤0.01%
75
2155
$5.89K ﹤0.01%
150
2156
$5.88K ﹤0.01%
161
-33
2157
$5.85K ﹤0.01%
503
-3
2158
$5.85K ﹤0.01%
229
+224
2159
$5.84K ﹤0.01%
32
-41
2160
$5.83K ﹤0.01%
112
-5
2161
$5.82K ﹤0.01%
146
-25
2162
$5.82K ﹤0.01%
14
2163
$5.81K ﹤0.01%
110
2164
$5.79K ﹤0.01%
178
+15
2165
$5.79K ﹤0.01%
194
-143
2166
$5.78K ﹤0.01%
45
+17
2167
$5.76K ﹤0.01%
79
+2
2168
$5.75K ﹤0.01%
282
+249
2169
$5.75K ﹤0.01%
286
2170
$5.71K ﹤0.01%
590
2171
$5.7K ﹤0.01%
111
2172
$5.69K ﹤0.01%
262
+32
2173
$5.67K ﹤0.01%
337
+44
2174
$5.66K ﹤0.01%
33
+22
2175
$5.66K ﹤0.01%
221
-594
85 86
87
88 89