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
301
$584K 0.04%
10,137
-2,266
302
$566K 0.04%
936
+16
303
$561K 0.04%
19,439
+510
304
$558K 0.04%
1,936
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305
$558K 0.04%
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306
$557K 0.04%
13,027
307
$549K 0.03%
1,869
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308
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1,445
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309
$544K 0.03%
4,175
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310
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8,362
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311
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1,277
312
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26,131
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313
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314
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12,185
-14,137
315
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319
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320
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3,510
-12
321
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4,451
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322
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1,040
-117
323
$511K 0.03%
6,142
+1,633
324
$505K 0.03%
8,680
+225
325
$497K 0.03%
6,898
+1,110
11 12
13
14 15