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
801
$96K 0.01%
385
+2
802
$95.4K 0.01%
598
+113
803
$94.9K 0.01%
1,260
+29
804
$94.8K 0.01%
767
-526
805
$94.6K 0.01%
18,549
-2,799
806
$94.4K 0.01%
897
-201
807
$94.1K 0.01%
841
-15
808
$94.1K 0.01%
871
-24
809
$94K 0.01%
997
-530
810
$93.9K 0.01%
5,021
+500
811
$93.5K 0.01%
831
+716
812
$93.5K 0.01%
2,287
-1,255
813
$93.4K 0.01%
971
+125
814
$93.2K 0.01%
3,294
+596
815
$93.1K 0.01%
5,000
816
$92.6K 0.01%
1,492
-274
817
$92.5K 0.01%
1,810
818
$92.4K 0.01%
2,320
819
$92.3K 0.01%
967
820
$92.1K 0.01%
1,549
+32
821
$91.6K 0.01%
3,176
822
$91.5K 0.01%
1,265
+9
823
$91.3K 0.01%
746
-18
824
$91.2K 0.01%
1,673
+85
825
$91K 0.01%
2,609
+2
31 32
33
34 35