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
201
$1.12M 0.07%
27,250
+5,193
202
$1.12M 0.07%
21,844
-501
203
$1.12M 0.07%
12,631
+417
204
$1.11M 0.07%
15,479
+2,487
205
$1.1M 0.07%
19,074
+83
206
$1.1M 0.07%
17,844
+16,994
207
$1.09M 0.07%
8,921
+2,271
208
$1.09M 0.07%
17,395
-1,847
209
$1.09M 0.07%
41,800
-785
210
$1.08M 0.07%
852
+2
211
$1.07M 0.07%
21,643
-8,940
212
$1.06M 0.07%
23,402
+1,746
213
$1.05M 0.07%
4,707
+50
214
$1.05M 0.07%
36,039
-847
215
$1.02M 0.06%
41,812
-6,890
216
$1.01M 0.06%
4,112
+45
217
$1.01M 0.06%
14,996
-8,385
218
$1.01M 0.06%
34,935
+308
219
$1.01M 0.06%
5,020
-192
220
$995K 0.06%
15,828
+210
221
$994K 0.06%
18,361
+1,372
222
$980K 0.06%
10,190
-797
223
$961K 0.06%
7,311
-36
224
$961K 0.06%
1,553
+1
225
$956K 0.06%
5,334
-2,291
7 8
9
10 11