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
2551
$1.95K ﹤0.01%
133
+33
2552
$1.95K ﹤0.01%
9
+3
2553
$1.94K ﹤0.01%
10
+3
2554
$1.93K ﹤0.01%
28
2555
$1.91K ﹤0.01%
349
+302
2556
$1.91K ﹤0.01%
148
2557
$1.9K ﹤0.01%
+190
2558
$1.88K ﹤0.01%
302
2559
$1.87K ﹤0.01%
28
2560
$1.87K ﹤0.01%
92
+64
2561
$1.87K ﹤0.01%
131
2562
$1.86K ﹤0.01%
235
2563
$1.85K ﹤0.01%
43
2564
$1.84K ﹤0.01%
61
2565
$1.83K ﹤0.01%
964
+736
2566
$1.82K ﹤0.01%
49
+4
2567
$1.8K ﹤0.01%
100
2568
$1.78K ﹤0.01%
120
2569
$1.77K ﹤0.01%
101
-348
2570
$1.75K ﹤0.01%
300
2571
$1.75K ﹤0.01%
31
+19
2572
$1.74K ﹤0.01%
170
2573
$1.74K ﹤0.01%
20
2574
$1.73K ﹤0.01%
49
-23
2575
$1.73K ﹤0.01%
39
+10
101 102
103
104 105