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
2726
$972 ﹤0.01%
+26
2727
$967 ﹤0.01%
+20
2728
$965 ﹤0.01%
20
2729
$953 ﹤0.01%
50
2730
$949 ﹤0.01%
69
-6
2731
$940 ﹤0.01%
46
2732
$940 ﹤0.01%
26
-140
2733
$933 ﹤0.01%
21
2734
$933 ﹤0.01%
481
2735
$924 ﹤0.01%
29
2736
$921 ﹤0.01%
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2737
$917 ﹤0.01%
42
-62
2738
$906 ﹤0.01%
72
2739
$905 ﹤0.01%
115
-3,260
2740
$900 ﹤0.01%
21
-65
2741
$894 ﹤0.01%
+27
2742
$890 ﹤0.01%
191
-731
2743
$886 ﹤0.01%
140
-4,899
2744
$867 ﹤0.01%
12
2745
$860 ﹤0.01%
189
2746
$859 ﹤0.01%
345
2747
$856 ﹤0.01%
8
2748
$846 ﹤0.01%
135
2749
$844 ﹤0.01%
89
+87
2750
$841 ﹤0.01%
+142
108 109
110
111 112