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
3076
– –
-36
3077
– –
-159
3078
– –
-142
3079
– –
-421
3080
– –
-101
3081
– –
-33
3082
– –
-54
3083
– –
-72
3084
– –
-452
3085
– –
-790
3086
– –
-125
3087
– –
-7
3088
– –
-158
3089
– –
-910
3090
– –
-10
3091
– –
-24
3092
– –
-29
3093
– –
-111
3094
– –
-131
3095
– –
-301
3096
– –
-461
3097
– –
-96
3098
– –
-579
3099
– –
-420
3100
– –
-322
122 123
124
125 126