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
551
$203K 0.01%
1,334
+3
552
$202K 0.01%
10,475
+1,685
553
$201K 0.01%
433
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554
$201K 0.01%
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$201K 0.01%
396
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-1,025
558
$199K 0.01%
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559
$199K 0.01%
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560
$199K 0.01%
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561
$198K 0.01%
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562
$197K 0.01%
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563
$196K 0.01%
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$196K 0.01%
6,342
-3,031
565
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824
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1,687
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3,840
-1,621
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$193K 0.01%
5,960
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571
$193K 0.01%
9,776
572
$191K 0.01%
787
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573
$191K 0.01%
22,670
+1,506
574
$191K 0.01%
588
+165
575
$191K 0.01%
5,312
+1,137
21 22
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