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
2176
$5.58K ﹤0.01%
+194
2177
$5.57K ﹤0.01%
400
2178
$5.57K ﹤0.01%
13
2179
$5.56K ﹤0.01%
76
2180
$5.55K ﹤0.01%
290
2181
$5.55K ﹤0.01%
1,947
+993
2182
$5.54K ﹤0.01%
149
+1
2183
$5.52K ﹤0.01%
1,342
-13,881
2184
$5.51K ﹤0.01%
191
2185
$5.51K ﹤0.01%
446
2186
$5.5K ﹤0.01%
300
2187
$5.48K ﹤0.01%
30
2188
$5.47K ﹤0.01%
+141
2189
$5.45K ﹤0.01%
140
2190
$5.43K ﹤0.01%
190
+49
2191
$5.38K ﹤0.01%
67
+8
2192
$5.37K ﹤0.01%
238
+99
2193
$5.36K ﹤0.01%
52
2194
$5.33K ﹤0.01%
121
2195
$5.32K ﹤0.01%
482
-1,405
2196
$5.31K ﹤0.01%
156
2197
$5.29K ﹤0.01%
606
2198
$5.28K ﹤0.01%
45
2199
$5.28K ﹤0.01%
1,208
+11
2200
$5.28K ﹤0.01%
29
-6
86 87
88
89 90