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
1026
$54.9K ﹤0.01%
1,345
+7
1027
$54.7K ﹤0.01%
489
+4
1028
$54.6K ﹤0.01%
3,156
-4,672
1029
$54.6K ﹤0.01%
1,447
+11
1030
$54.6K ﹤0.01%
204
-1
1031
$54.5K ﹤0.01%
552
+46
1032
$54.4K ﹤0.01%
2,088
+8
1033
$54.3K ﹤0.01%
1,083
1034
$54.3K ﹤0.01%
595
+157
1035
$54.3K ﹤0.01%
835
1036
$54.1K ﹤0.01%
433
-9
1037
$54K ﹤0.01%
407
+49
1038
$53.9K ﹤0.01%
5,246
-6,930
1039
$53.7K ﹤0.01%
5,342
1040
$53.6K ﹤0.01%
1,334
-280
1041
$53.5K ﹤0.01%
411
-566
1042
$53.5K ﹤0.01%
2,689
+714
1043
$53.3K ﹤0.01%
320
+11
1044
$53.2K ﹤0.01%
270
+149
1045
$53.1K ﹤0.01%
343
-1,587
1046
$53.1K ﹤0.01%
98
+11
1047
$53.1K ﹤0.01%
1,224
1048
$52.7K ﹤0.01%
2,901
+92
1049
$52.5K ﹤0.01%
732
-1,263
1050
$52.4K ﹤0.01%
2,531
40 41
42
43 44