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
2301
$4.05K ﹤0.01%
137
2302
$4.05K ﹤0.01%
133
2303
$4.03K ﹤0.01%
52
+20
2304
$4.03K ﹤0.01%
1,753
+8
2305
$4.03K ﹤0.01%
19
-2
2306
$4.03K ﹤0.01%
335
+224
2307
$4.02K ﹤0.01%
64
+22
2308
$4.01K ﹤0.01%
296
+108
2309
$3.99K ﹤0.01%
682
+673
2310
$3.99K ﹤0.01%
539
-345
2311
$3.98K ﹤0.01%
19
-2
2312
$3.97K ﹤0.01%
75
+39
2313
$3.97K ﹤0.01%
691
2314
$3.95K ﹤0.01%
500
-192
2315
$3.94K ﹤0.01%
189
+55
2316
$3.94K ﹤0.01%
19
-28
2317
$3.93K ﹤0.01%
77
+10
2318
$3.92K ﹤0.01%
55
+47
2319
$3.92K ﹤0.01%
234
2320
$3.91K ﹤0.01%
252
2321
$3.91K ﹤0.01%
26
+3
2322
$3.91K ﹤0.01%
52
2323
$3.9K ﹤0.01%
163
+21
2324
$3.9K ﹤0.01%
24
2325
$3.89K ﹤0.01%
104
+59
91 92
93
94 95