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
1076
$49.5K ﹤0.01%
471
+5
1077
$49.4K ﹤0.01%
1,008
-261
1078
$49.4K ﹤0.01%
1,040
-1,467
1079
$49.4K ﹤0.01%
7,773
1080
$49.2K ﹤0.01%
5,716
-83
1081
$49.1K ﹤0.01%
904
-1,120
1082
$49.1K ﹤0.01%
1,917
+41
1083
$48.9K ﹤0.01%
1,932
+220
1084
$48.9K ﹤0.01%
1,484
-593
1085
$48.7K ﹤0.01%
223
1086
$48.6K ﹤0.01%
3,420
+338
1087
$48.6K ﹤0.01%
1,879
-54
1088
$48.2K ﹤0.01%
645
-34
1089
$48.1K ﹤0.01%
+1,210
1090
$47.9K ﹤0.01%
1,259
-278
1091
$47.7K ﹤0.01%
2,200
1092
$47.6K ﹤0.01%
684
+9
1093
$47.6K ﹤0.01%
688
+132
1094
$47.4K ﹤0.01%
1,671
1095
$47.4K ﹤0.01%
8,098
+3,642
1096
$47.3K ﹤0.01%
472
+113
1097
$47.3K ﹤0.01%
2,118
1098
$46.9K ﹤0.01%
1,212
-400
1099
$46.8K ﹤0.01%
408
-383
1100
$46.7K ﹤0.01%
1,739
+310
42 43
44
45 46