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
826
$90.9K 0.01%
2,596
+1
827
$90.9K 0.01%
6,477
+4,000
828
$90.9K 0.01%
1,890
829
$90.7K 0.01%
2,687
-891
830
$90.5K 0.01%
751
+52
831
$90.5K 0.01%
1,764
+22
832
$90.4K 0.01%
666
-5
833
$90.2K 0.01%
452
+353
834
$89.7K 0.01%
345
835
$89.4K 0.01%
1,042
-193
836
$89.3K 0.01%
2,292
837
$88.9K 0.01%
560
+111
838
$88.8K 0.01%
323
+25
839
$88.5K 0.01%
1,120
+8
840
$88.5K 0.01%
3,695
+216
841
$88.3K 0.01%
4,000
842
$88.3K 0.01%
2,162
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843
$88.1K 0.01%
752
-220
844
$87.5K 0.01%
913
-259
845
$87.2K 0.01%
6,491
-4,066
846
$87.1K 0.01%
3,077
+49
847
$86.7K 0.01%
737
-1
848
$86.6K 0.01%
2,139
-2,644
849
$86.5K 0.01%
1,914
+119
850
$85.5K 0.01%
2,196
+11
32 33
34
35 36