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
2901
$379 ﹤0.01%
30
-32
2902
$376 ﹤0.01%
9
2903
$375 ﹤0.01%
7
2904
$374 ﹤0.01%
6
2905
$360 ﹤0.01%
9
-55
2906
$356 ﹤0.01%
+11
2907
$356 ﹤0.01%
19
2908
$351 ﹤0.01%
28
-24
2909
$347 ﹤0.01%
11
2910
$346 ﹤0.01%
+8
2911
$345 ﹤0.01%
19
-60
2912
$340 ﹤0.01%
35
2913
$329 ﹤0.01%
143
2914
$316 ﹤0.01%
5
-26
2915
$315 ﹤0.01%
17
+15
2916
$314 ﹤0.01%
25
2917
$312 ﹤0.01%
477
2918
$307 ﹤0.01%
+4
2919
$304 ﹤0.01%
10
2920
$299 ﹤0.01%
14
2921
$299 ﹤0.01%
4
2922
$296 ﹤0.01%
+12
2923
$293 ﹤0.01%
29
2924
$291 ﹤0.01%
3
-6
2925
$289 ﹤0.01%
55
+24
115 116
117
118 119