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
2376
$3.32K ﹤0.01%
138
2377
$3.31K ﹤0.01%
59
2378
$3.3K ﹤0.01%
14
-4
2379
$3.29K ﹤0.01%
225
+131
2380
$3.29K ﹤0.01%
350
2381
$3.29K ﹤0.01%
472
-277
2382
$3.27K ﹤0.01%
65
-57
2383
$3.25K ﹤0.01%
33
2384
$3.24K ﹤0.01%
134
2385
$3.24K ﹤0.01%
179
2386
$3.22K ﹤0.01%
371
-449
2387
$3.22K ﹤0.01%
26
+12
2388
$3.21K ﹤0.01%
37
-507
2389
$3.2K ﹤0.01%
32
2390
$3.2K ﹤0.01%
13
-2
2391
$3.19K ﹤0.01%
248
-18
2392
$3.18K ﹤0.01%
66
2393
$3.18K ﹤0.01%
15
2394
$3.15K ﹤0.01%
138
+55
2395
$3.15K ﹤0.01%
20
2396
$3.15K ﹤0.01%
15
-2
2397
$3.12K ﹤0.01%
706
2398
$3.1K ﹤0.01%
365
2399
$3.1K ﹤0.01%
163
2400
$3.09K ﹤0.01%
149
94 95
96
97 98