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
2776
$717 ﹤0.01%
46
2777
$712 ﹤0.01%
501
2778
$711 ﹤0.01%
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-18
2779
$706 ﹤0.01%
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2780
$704 ﹤0.01%
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2781
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2782
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+14
2783
$697 ﹤0.01%
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2784
$696 ﹤0.01%
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$688 ﹤0.01%
30
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$687 ﹤0.01%
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2787
$685 ﹤0.01%
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$672 ﹤0.01%
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2789
$671 ﹤0.01%
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-11
2790
$670 ﹤0.01%
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2791
$669 ﹤0.01%
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2792
$666 ﹤0.01%
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2793
$666 ﹤0.01%
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2794
$666 ﹤0.01%
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2795
$665 ﹤0.01%
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2796
$665 ﹤0.01%
+92
2797
$663 ﹤0.01%
+2,000
2798
$657 ﹤0.01%
14
2799
$654 ﹤0.01%
6
2800
$654 ﹤0.01%
20
110 111
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113 114