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
1001
$58.8K ﹤0.01%
615
1002
$58K ﹤0.01%
266
+2
1003
$57.8K ﹤0.01%
784
+3
1004
$57.6K ﹤0.01%
147
-105
1005
$57.5K ﹤0.01%
1,293
-679
1006
$57.3K ﹤0.01%
2,224
1007
$57.2K ﹤0.01%
1,849
+81
1008
$57.2K ﹤0.01%
225
+9
1009
$57.1K ﹤0.01%
272
-17
1010
$56.8K ﹤0.01%
2,849
+219
1011
$56.8K ﹤0.01%
398
-388
1012
$56.8K ﹤0.01%
1,421
-176
1013
$56.8K ﹤0.01%
1,564
-148
1014
$56.7K ﹤0.01%
1,316
+400
1015
$56.6K ﹤0.01%
325
1016
$56.5K ﹤0.01%
6,153
+100
1017
$56.5K ﹤0.01%
8,000
+1,000
1018
$56.4K ﹤0.01%
7,445
+154
1019
$56.1K ﹤0.01%
757
-613
1020
$56.1K ﹤0.01%
4,949
+323
1021
$56.1K ﹤0.01%
723
+84
1022
$56K ﹤0.01%
1,608
-476
1023
$55.7K ﹤0.01%
280
+4
1024
$55.7K ﹤0.01%
419
-535
1025
$55.1K ﹤0.01%
4,534
+308
39 40
41
42 43