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
2951
$175 ﹤0.01%
22
2952
$175 ﹤0.01%
43
-86
2953
$175 ﹤0.01%
222
2954
$173 ﹤0.01%
1
2955
$167 ﹤0.01%
1
2956
$156 ﹤0.01%
9
2957
$153 ﹤0.01%
5,000
2958
$147 ﹤0.01%
18
2959
$140 ﹤0.01%
6
2960
$139 ﹤0.01%
10
-3,283
2961
$138 ﹤0.01%
3
-1
2962
$137 ﹤0.01%
+5
2963
$136 ﹤0.01%
+42
2964
$123 ﹤0.01%
16
2965
$122 ﹤0.01%
+8
2966
$114 ﹤0.01%
5
+1
2967
$113 ﹤0.01%
40
2968
$110 ﹤0.01%
50
2969
$103 ﹤0.01%
54
-68
2970
$102 ﹤0.01%
22
2971
$96 ﹤0.01%
23
2972
$94 ﹤0.01%
6
2973
$92 ﹤0.01%
1
2974
$91 ﹤0.01%
8
2975
$90 ﹤0.01%
3
117 118
119
120 121