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
776
$105K 0.01%
+3,248
777
$104K 0.01%
2,640
+16
778
$104K 0.01%
1,341
+7
779
$103K 0.01%
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-34
780
$103K 0.01%
2,156
-264
781
$102K 0.01%
2,771
-83
782
$102K 0.01%
993
+4
783
$102K 0.01%
14,838
-9,163
784
$101K 0.01%
1,884
785
$101K 0.01%
+6,723
786
$101K 0.01%
4,232
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787
$100K 0.01%
3,686
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788
$100K 0.01%
710
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789
$100K 0.01%
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790
$99.8K 0.01%
4,328
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$98.9K 0.01%
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792
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2,621
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795
$96.8K 0.01%
4,348
+993
796
$96.7K 0.01%
1,049
-1,149
797
$96.5K 0.01%
395
+32
798
$96.4K 0.01%
1,441
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799
$96.4K 0.01%
6,700
800
$96.2K 0.01%
2,368
30 31
32
33 34