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
2576
$1.73K ﹤0.01%
36
+12
2577
$1.72K ﹤0.01%
157
2578
$1.71K ﹤0.01%
67
-10
2579
$1.7K ﹤0.01%
261
2580
$1.7K ﹤0.01%
70
2581
$1.69K ﹤0.01%
136
+21
2582
$1.68K ﹤0.01%
30
+10
2583
$1.68K ﹤0.01%
489
+410
2584
$1.68K ﹤0.01%
572
-165
2585
$1.68K ﹤0.01%
19
+14
2586
$1.67K ﹤0.01%
150
-3,432
2587
$1.67K ﹤0.01%
540
2588
$1.67K ﹤0.01%
342
2589
$1.65K ﹤0.01%
932
2590
$1.65K ﹤0.01%
85
2591
$1.64K ﹤0.01%
210
+56
2592
$1.63K ﹤0.01%
59
2593
$1.62K ﹤0.01%
+39
2594
$1.6K ﹤0.01%
38
2595
$1.59K ﹤0.01%
41
2596
$1.59K ﹤0.01%
86
2597
$1.59K ﹤0.01%
95
2598
$1.58K ﹤0.01%
19
2599
$1.57K ﹤0.01%
27
2600
$1.57K ﹤0.01%
252
102 103
104
105 106