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
1126
$43.7K ﹤0.01%
3,891
-19,803
1127
$43.5K ﹤0.01%
2,348
+359
1128
$43.2K ﹤0.01%
581
1129
$43.2K ﹤0.01%
3,300
1130
$43.2K ﹤0.01%
149
1131
$42.9K ﹤0.01%
327
+16
1132
$42.6K ﹤0.01%
477
+238
1133
$42.5K ﹤0.01%
514
-67
1134
$42.3K ﹤0.01%
346
+98
1135
$42.3K ﹤0.01%
587
-662
1136
$42.3K ﹤0.01%
4,515
+502
1137
$42.1K ﹤0.01%
4,028
1138
$42K ﹤0.01%
925
+143
1139
$41.6K ﹤0.01%
608
1140
$41.5K ﹤0.01%
1,312
+830
1141
$41.5K ﹤0.01%
260
1142
$41.2K ﹤0.01%
750
-16
1143
$41.2K ﹤0.01%
450
1144
$41.1K ﹤0.01%
882
+14
1145
$40.9K ﹤0.01%
4,359
-2,250
1146
$40.8K ﹤0.01%
637
+30
1147
$40.8K ﹤0.01%
223
+18
1148
$40.8K ﹤0.01%
216
-266
1149
$40.7K ﹤0.01%
504
1150
$40.7K ﹤0.01%
5,750
44 45
46
47 48