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
576
$190K 0.01%
2,596
-406
577
$190K 0.01%
1,511
+2
578
$190K 0.01%
4,589
579
$189K 0.01%
3,935
580
$188K 0.01%
5,050
-57
581
$187K 0.01%
2,232
-467
582
$186K 0.01%
3,484
-75
583
$186K 0.01%
771
-1
584
$185K 0.01%
2,193
-791
585
$185K 0.01%
740
+8
586
$185K 0.01%
9,006
-182
587
$184K 0.01%
7,853
+734
588
$184K 0.01%
2,581
-142
589
$184K 0.01%
1,471
+130
590
$183K 0.01%
4,523
+452
591
$182K 0.01%
1,537
+286
592
$181K 0.01%
18,526
+1,231
593
$181K 0.01%
3,531
-193
594
$180K 0.01%
5,752
-1,296
595
$180K 0.01%
3,361
+251
596
$180K 0.01%
1,619
+157
597
$179K 0.01%
5,255
-56
598
$177K 0.01%
118
+12
599
$177K 0.01%
454
-12
600
$176K 0.01%
2,279
+83
22 23
24
25 26