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
2276
$4.29K ﹤0.01%
391
+364
2277
$4.29K ﹤0.01%
373
+61
2278
$4.29K ﹤0.01%
686
+11
2279
$4.26K ﹤0.01%
843
2280
$4.25K ﹤0.01%
18
-19
2281
$4.25K ﹤0.01%
51
2282
$4.25K ﹤0.01%
100
2283
$4.23K ﹤0.01%
995
+25
2284
$4.22K ﹤0.01%
243
-73
2285
$4.21K ﹤0.01%
58
2286
$4.19K ﹤0.01%
14
2287
$4.16K ﹤0.01%
1,936
-1,328
2288
$4.16K ﹤0.01%
63
+6
2289
$4.14K ﹤0.01%
282
2290
$4.13K ﹤0.01%
109
2291
$4.12K ﹤0.01%
372
2292
$4.11K ﹤0.01%
296
2293
$4.1K ﹤0.01%
145
+13
2294
$4.1K ﹤0.01%
16
+2
2295
$4.09K ﹤0.01%
306
2296
$4.09K ﹤0.01%
302
2297
$4.08K ﹤0.01%
225
2298
$4.07K ﹤0.01%
75
2299
$4.07K ﹤0.01%
592
2300
$4.05K ﹤0.01%
115
+42
90 91
92
93 94