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
2526
$2.08K ﹤0.01%
45
2527
$2.08K ﹤0.01%
14
+4
2528
$2.08K ﹤0.01%
50
2529
$2.07K ﹤0.01%
282
+156
2530
$2.06K ﹤0.01%
2,400
2531
$2.06K ﹤0.01%
224
-443
2532
$2.04K ﹤0.01%
24
2533
$2.03K ﹤0.01%
122
+91
2534
$2.03K ﹤0.01%
109
2535
$2.02K ﹤0.01%
563
+18
2536
$2.02K ﹤0.01%
143
2537
$2.01K ﹤0.01%
28
-5
2538
$2.01K ﹤0.01%
38
-20
2539
$2.01K ﹤0.01%
6
+2
2540
$2K ﹤0.01%
25
-11
2541
$1.99K ﹤0.01%
696
+288
2542
$1.99K ﹤0.01%
51
2543
$1.99K ﹤0.01%
+72
2544
$1.98K ﹤0.01%
72
2545
$1.98K ﹤0.01%
1,694
2546
$1.97K ﹤0.01%
182
2547
$1.96K ﹤0.01%
18
+6
2548
$1.96K ﹤0.01%
+11
2549
$1.96K ﹤0.01%
20
2550
$1.96K ﹤0.01%
46
100 101
102
103 104