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
2251
$4.64K ﹤0.01%
448
2252
$4.63K ﹤0.01%
1,938
+1,911
2253
$4.63K ﹤0.01%
63
+12
2254
$4.62K ﹤0.01%
+431
2255
$4.61K ﹤0.01%
55
2256
$4.6K ﹤0.01%
299
-59
2257
$4.58K ﹤0.01%
203
+202
2258
$4.56K ﹤0.01%
23
+3
2259
$4.55K ﹤0.01%
257
-223
2260
$4.52K ﹤0.01%
57
+7
2261
$4.51K ﹤0.01%
1,997
+327
2262
$4.51K ﹤0.01%
173
-485
2263
$4.5K ﹤0.01%
71
+9
2264
$4.47K ﹤0.01%
50
2265
$4.43K ﹤0.01%
543
+461
2266
$4.42K ﹤0.01%
159
+115
2267
$4.42K ﹤0.01%
221
+85
2268
$4.4K ﹤0.01%
109
+13
2269
$4.39K ﹤0.01%
220
2270
$4.38K ﹤0.01%
63
+56
2271
$4.38K ﹤0.01%
150
2272
$4.36K ﹤0.01%
195
2273
$4.36K ﹤0.01%
688
2274
$4.33K ﹤0.01%
229
+125
2275
$4.3K ﹤0.01%
87
89 90
91
92 93