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
2626
$1.41K ﹤0.01%
312
2627
$1.41K ﹤0.01%
12
2628
$1.4K ﹤0.01%
7
2629
$1.4K ﹤0.01%
50
2630
$1.4K ﹤0.01%
13
2631
$1.4K ﹤0.01%
520
2632
$1.38K ﹤0.01%
112
-61
2633
$1.36K ﹤0.01%
33
2634
$1.36K ﹤0.01%
27
2635
$1.35K ﹤0.01%
39
2636
$1.35K ﹤0.01%
116
2637
$1.34K ﹤0.01%
14
2638
$1.34K ﹤0.01%
194
2639
$1.34K ﹤0.01%
109
+90
2640
$1.34K ﹤0.01%
322
+193
2641
$1.34K ﹤0.01%
85
2642
$1.34K ﹤0.01%
75
+47
2643
$1.33K ﹤0.01%
114
2644
$1.33K ﹤0.01%
468
2645
$1.33K ﹤0.01%
29
2646
$1.32K ﹤0.01%
97
-10,545
2647
$1.31K ﹤0.01%
24
-16
2648
$1.3K ﹤0.01%
43
2649
$1.3K ﹤0.01%
79
-10
2650
$1.29K ﹤0.01%
115
104 105
106
107 108