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
751
$114K 0.01%
3,604
-1,725
752
$114K 0.01%
1,678
+699
753
$114K 0.01%
3,098
754
$114K 0.01%
1,414
+165
755
$114K 0.01%
634
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756
$114K 0.01%
4,986
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988
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$113K 0.01%
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759
$113K 0.01%
536
760
$113K 0.01%
1,524
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761
$113K 0.01%
506
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$112K 0.01%
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$111K 0.01%
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764
$111K 0.01%
277
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$110K 0.01%
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766
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$110K 0.01%
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$109K 0.01%
5,410
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772
$108K 0.01%
715
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773
$108K 0.01%
771
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774
$107K 0.01%
6,387
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775
$105K 0.01%
962
-128
29 30
31
32 33