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
376
$411K 0.03%
2,262
-57
377
$411K 0.03%
10,110
+557
378
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8,732
+3,744
379
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1,551
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380
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11,612
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381
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5,375
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382
$392K 0.02%
13,148
-5,111
383
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2,206
+35
384
$387K 0.02%
1,679
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385
$383K 0.02%
3,689
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386
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5,909
+1,348
387
$379K 0.02%
10,414
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388
$379K 0.02%
2,049
+10
389
$372K 0.02%
1,873
-232
390
$370K 0.02%
12,726
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391
$370K 0.02%
8,113
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3,602
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393
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6,225
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394
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3,820
395
$362K 0.02%
10,491
+270
396
$362K 0.02%
1,599
+251
397
$360K 0.02%
1,843
-258
398
$360K 0.02%
1,506
+51
399
$359K 0.02%
2,008
-343
400
$359K 0.02%
3,711
-196
14 15
16
17 18