EWA
EverSource Wealth Advisors Portfolio holdings
AUM
$2.21B
1-Year Return
22.38%
This Quarter Return
+7.28%
1 Year Return
+22.38%
3 Year Return
+69.95%
5 Year Return
–
10 Year Return
–
AUM
$1.58B
AUM Growth
+$73.6M
(+4.9%)
Cap. Flow
-$103M
Cap. Flow
% of AUM
-6.5%
Top 10 Holdings %
Top 10 Hldgs %
23.43%
Holding
3,166
New
99
Increased
1,207
Reduced
864
Closed
126
Top Buys
| 1 |
Vanguard Real Estate ETF
VNQ
|
$8.22M |
| 2 |
Vanguard International Dividend Appreciation ETF
VIGI
|
$5.18M |
| 3 |
American Healthcare REIT
AHR
|
$3.56M |
| 4 |
Avantis International Equity ETF
AVDE
|
$2.91M |
| 5 |
Strategy Inc Common Stock Class A
MSTR
|
$2.82M |
Top Sells
| 1 |
Broadcom
AVGO
|
$126M |
| 2 |
iShares MSCI EAFE ETF
EFA
|
$7.27M |
| 3 |
Visteon
VC
|
$3.26M |
| 4 |
Palantir
PLTR
|
$1.27M |
| 5 |
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 | 3.69% |
| 5 | Healthcare | 3.03% |
