EWA

EverSource Wealth Advisors Portfolio holdings

AUM $2.53B
1-Year Est. Return 23.79%
This Quarter Est. Return
1 Year Est. Return
+23.79%
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
+$8.22M
2
+$5.18M
3
+$3.56M
4
AVDE icon
Avantis International Equity ETF
AVDE
+$2.91M
5
MSTR icon
Strategy Inc
MSTR
+$2.82M

Top Sells

1
+$126M
2
+$7.27M
3
+$3.26M
4
PLTR icon
Palantir
PLTR
+$1.27M
5
TPLC icon
Timothy Plan US Large/Mid Cap Core ETF
TPLC
+$1.23M

Sector Composition

1 Technology 11.59%
2 Financials 6.67%
3 Consumer Discretionary 6.51%
4 Industrials 3.68%
5 Healthcare 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$2.43K ﹤0.01%
62
2477
$2.41K ﹤0.01%
96
-1,488
2478
$2.4K ﹤0.01%
35
2479
$2.39K ﹤0.01%
57
2480
$2.39K ﹤0.01%
682
2481
$2.39K ﹤0.01%
70
2482
$2.38K ﹤0.01%
249
+68
2483
$2.38K ﹤0.01%
21
2484
$2.37K ﹤0.01%
102
2485
$2.36K ﹤0.01%
387
-104
2486
$2.36K ﹤0.01%
315
2487
$2.35K ﹤0.01%
25
-28
2488
$2.34K ﹤0.01%
80
+7
2489
$2.34K ﹤0.01%
185
2490
$2.34K ﹤0.01%
73
2491
$2.34K ﹤0.01%
63
-346
2492
$2.31K ﹤0.01%
268
+102
2493
$2.31K ﹤0.01%
+250
2494
$2.3K ﹤0.01%
31
-4
2495
$2.3K ﹤0.01%
89
-4
2496
$2.29K ﹤0.01%
74
-224
2497
$2.29K ﹤0.01%
21
+2
2498
$2.29K ﹤0.01%
95
+1
2499
$2.29K ﹤0.01%
47
2500
$2.29K ﹤0.01%
889
-306
98 99
100
101 102