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
2851
$536 ﹤0.01%
59
2852
$536 ﹤0.01%
32
-27
2853
$536 ﹤0.01%
+5
2854
$536 ﹤0.01%
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2855
$532 ﹤0.01%
181
+164
2856
$532 ﹤0.01%
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2857
$530 ﹤0.01%
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2858
$529 ﹤0.01%
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2859
$527 ﹤0.01%
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2860
$526 ﹤0.01%
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2861
$524 ﹤0.01%
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2862
$521 ﹤0.01%
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2863
$516 ﹤0.01%
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2864
$512 ﹤0.01%
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2865
$511 ﹤0.01%
10
2866
$510 ﹤0.01%
+4
2867
$509 ﹤0.01%
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2868
$508 ﹤0.01%
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2869
$505 ﹤0.01%
12
2870
$493 ﹤0.01%
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2871
$493 ﹤0.01%
7
2872
$491 ﹤0.01%
14
2873
$486 ﹤0.01%
+12
2874
$475 ﹤0.01%
6
2875
$470 ﹤0.01%
+6
113 114
115
116 117