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
2201
$5.26K ﹤0.01%
89
+9
2202
$5.23K ﹤0.01%
176
2203
$5.22K ﹤0.01%
56
-414
2204
$5.21K ﹤0.01%
100
2205
$5.2K ﹤0.01%
167
2206
$5.18K ﹤0.01%
72
+23
2207
$5.18K ﹤0.01%
+15
2208
$5.18K ﹤0.01%
363
2209
$5.12K ﹤0.01%
95
+5
2210
$5.09K ﹤0.01%
125
2211
$5.05K ﹤0.01%
436
+429
2212
$5.02K ﹤0.01%
105
+104
2213
$5.01K ﹤0.01%
39
2214
$5.01K ﹤0.01%
47
-91
2215
$4.98K ﹤0.01%
167
+125
2216
$4.96K ﹤0.01%
582
+376
2217
$4.96K ﹤0.01%
144
2218
$4.95K ﹤0.01%
84
2219
$4.95K ﹤0.01%
58
+37
2220
$4.94K ﹤0.01%
101
2221
$4.94K ﹤0.01%
117
-32
2222
$4.92K ﹤0.01%
327
2223
$4.9K ﹤0.01%
53
-35
2224
$4.9K ﹤0.01%
130
+3
2225
$4.89K ﹤0.01%
187
+132
87 88
89
90 91