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
501
$241K 0.02%
1,544
-122
502
$239K 0.02%
4,144
+100
503
$239K 0.02%
531
+136
504
$236K 0.01%
1,014
+79
505
$236K 0.01%
1,575
+909
506
$235K 0.01%
5,650
+2,130
507
$235K 0.01%
3,238
-530
508
$235K 0.01%
2,851
+25
509
$235K 0.01%
6,572
-3,037
510
$234K 0.01%
8,962
511
$233K 0.01%
11,145
+125
512
$233K 0.01%
8,891
-6,077
513
$233K 0.01%
11,427
514
$233K 0.01%
2,339
+78
515
$233K 0.01%
5,186
-2,632
516
$232K 0.01%
9,592
+153
517
$231K 0.01%
668
-184
518
$229K 0.01%
1,744
+1,670
519
$229K 0.01%
3,263
+766
520
$228K 0.01%
1,444
-166
521
$226K 0.01%
1,528
+241
522
$226K 0.01%
2,867
+113
523
$225K 0.01%
4,628
+98
524
$223K 0.01%
3,428
+387
525
$222K 0.01%
7,878
+1
19 20
21
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