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
2926
$288 ﹤0.01%
+5
2927
$288 ﹤0.01%
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2928
$285 ﹤0.01%
35
2929
$260 ﹤0.01%
10
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2930
$258 ﹤0.01%
500
2931
$255 ﹤0.01%
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2932
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+255
2933
$251 ﹤0.01%
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2934
$251 ﹤0.01%
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2935
$246 ﹤0.01%
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2936
$241 ﹤0.01%
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2937
$231 ﹤0.01%
17
-458
2938
$231 ﹤0.01%
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2939
$230 ﹤0.01%
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2940
$220 ﹤0.01%
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2941
$220 ﹤0.01%
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2942
$215 ﹤0.01%
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$214 ﹤0.01%
29
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2944
$213 ﹤0.01%
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2945
$212 ﹤0.01%
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2946
$212 ﹤0.01%
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2947
$208 ﹤0.01%
18
-98
2948
$198 ﹤0.01%
30
2949
$192 ﹤0.01%
42
-21
2950
$181 ﹤0.01%
33
116 117
118
119 120