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
2801
$653 ﹤0.01%
12
2802
$647 ﹤0.01%
263
2803
$646 ﹤0.01%
+12
2804
$646 ﹤0.01%
169
2805
$645 ﹤0.01%
25
-1
2806
$639 ﹤0.01%
11
2807
$632 ﹤0.01%
14
2808
$631 ﹤0.01%
118
-136
2809
$630 ﹤0.01%
33
2810
$629 ﹤0.01%
+12
2811
$621 ﹤0.01%
44
-419
2812
$617 ﹤0.01%
+24
2813
$616 ﹤0.01%
89
2814
$614 ﹤0.01%
231
2815
$613 ﹤0.01%
227
+27
2816
$610 ﹤0.01%
41
-22
2817
$610 ﹤0.01%
337
2818
$609 ﹤0.01%
+111
2819
$607 ﹤0.01%
11
2820
$605 ﹤0.01%
+74
2821
$598 ﹤0.01%
5
2822
$598 ﹤0.01%
12
2823
$597 ﹤0.01%
14
2824
$594 ﹤0.01%
38
2825
$593 ﹤0.01%
5
111 112
113
114 115