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
2401
$3.09K ﹤0.01%
424
2402
$3.07K ﹤0.01%
190
2403
$3.07K ﹤0.01%
+45
2404
$3.07K ﹤0.01%
8
2405
$3.05K ﹤0.01%
572
+287
2406
$3.04K ﹤0.01%
101
2407
$2.97K ﹤0.01%
341
-62
2408
$2.96K ﹤0.01%
223
+71
2409
$2.96K ﹤0.01%
190
2410
$2.93K ﹤0.01%
228
2411
$2.89K ﹤0.01%
18
2412
$2.89K ﹤0.01%
189
2413
$2.89K ﹤0.01%
298
2414
$2.86K ﹤0.01%
55
2415
$2.86K ﹤0.01%
25
-1
2416
$2.85K ﹤0.01%
61
+17
2417
$2.85K ﹤0.01%
53
+12
2418
$2.81K ﹤0.01%
161
2419
$2.8K ﹤0.01%
82
-17
2420
$2.8K ﹤0.01%
55
-118
2421
$2.8K ﹤0.01%
212
2422
$2.78K ﹤0.01%
45
-67
2423
$2.78K ﹤0.01%
43
-909
2424
$2.75K ﹤0.01%
69
+29
2425
$2.75K ﹤0.01%
86
95 96
97
98 99