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
3001
$44 ﹤0.01%
1
-251
3002
$42 ﹤0.01%
1
3003
$42 ﹤0.01%
6
3004
$42 ﹤0.01%
2
-21
3005
$41 ﹤0.01%
1
-40
3006
$39 ﹤0.01%
4
3007
$37 ﹤0.01%
3
3008
$32 ﹤0.01%
1
3009
$28 ﹤0.01%
13
3010
$28 ﹤0.01%
13
3011
$27 ﹤0.01%
+6
3012
$26 ﹤0.01%
10
-22
3013
$26 ﹤0.01%
3
3014
$26 ﹤0.01%
11
3015
$25 ﹤0.01%
2
3016
$16 ﹤0.01%
1
3017
$15 ﹤0.01%
3
3018
$9 ﹤0.01%
+10
3019
$8 ﹤0.01%
1
3020
– –
0
3021
$2 ﹤0.01%
1
3022
– –
0
3023
$1 ﹤0.01%
86
3024
$0 ﹤0.01%
424
3025
$0 ﹤0.01%
13
119 120
121
122 123