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
1101
$46.7K ﹤0.01%
974
+6
1102
$46.6K ﹤0.01%
927
+11
1103
$46.4K ﹤0.01%
4,149
+78
1104
$46.3K ﹤0.01%
818
1105
$46K ﹤0.01%
572
+8
1106
$46K ﹤0.01%
675
-45
1107
$45.9K ﹤0.01%
23,800
1108
$45.8K ﹤0.01%
+1,458
1109
$45.8K ﹤0.01%
2,950
-848
1110
$45.7K ﹤0.01%
253
-222
1111
$45.6K ﹤0.01%
4,054
1112
$45.6K ﹤0.01%
1,019
-3
1113
$45.5K ﹤0.01%
785
-3,498
1114
$45.3K ﹤0.01%
251
+31
1115
$45.1K ﹤0.01%
1,953
-1,501
1116
$45K ﹤0.01%
3,282
-537
1117
$44.9K ﹤0.01%
670
-394
1118
$44.9K ﹤0.01%
892
-272
1119
$44.7K ﹤0.01%
1,284
+59
1120
$44.6K ﹤0.01%
885
-507
1121
$44.3K ﹤0.01%
+578
1122
$44.3K ﹤0.01%
1,405
-32
1123
$44.2K ﹤0.01%
498
+84
1124
$43.8K ﹤0.01%
402
-28
1125
$43.8K ﹤0.01%
2,789
-3,456
43 44
45
46 47