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
76
$4.63M 0.29%
16,518
+1,590
77
$4.35M 0.28%
98,926
-28,003
78
$4.34M 0.27%
25,869
-106
79
$4.31M 0.27%
25,564
+16,724
80
$4.21M 0.27%
15,300
-330
81
$4.13M 0.26%
193,676
82
$4.04M 0.26%
28,449
+8
83
$4.01M 0.25%
105,213
+615
84
$3.95M 0.25%
47,009
+23
85
$3.88M 0.25%
7,954
-203
86
$3.87M 0.25%
65,621
+14,160
87
$3.87M 0.24%
20,371
-2,021
88
$3.86M 0.24%
75,611
+4,744
89
$3.86M 0.24%
137,076
+3,891
90
$3.86M 0.24%
102,294
-10,612
91
$3.85M 0.24%
22,550
-178
92
$3.81M 0.24%
58,672
-7,127
93
$3.8M 0.24%
93,543
-8,950
94
$3.59M 0.23%
30,606
+1,146
95
$3.56M 0.23%
+136,279
96
$3.55M 0.22%
117,442
+26
97
$3.53M 0.22%
75,835
-740
98
$3.46M 0.22%
86,562
+1,159
99
$3.42M 0.22%
12,509
-219
100
$3.36M 0.21%
3,795
+177
2 3
4
5 6