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
2751
$840 ﹤0.01%
50
2752
$837 ﹤0.01%
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2753
$833 ﹤0.01%
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2754
$833 ﹤0.01%
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2755
$824 ﹤0.01%
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-100
2756
$808 ﹤0.01%
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2757
$808 ﹤0.01%
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2758
$804 ﹤0.01%
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2759
$804 ﹤0.01%
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2760
$793 ﹤0.01%
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-2
2761
$792 ﹤0.01%
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2762
$791 ﹤0.01%
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+45
2763
$783 ﹤0.01%
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2764
$767 ﹤0.01%
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2765
$763 ﹤0.01%
234
+209
2766
$760 ﹤0.01%
100
2767
$747 ﹤0.01%
26
-7
2768
$743 ﹤0.01%
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2769
$743 ﹤0.01%
12
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2770
$742 ﹤0.01%
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2771
$740 ﹤0.01%
12
-88
2772
$737 ﹤0.01%
52
2773
$732 ﹤0.01%
23
2774
$727 ﹤0.01%
57
2775
$726 ﹤0.01%
33
109 110
111
112 113