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
1201
$36.5K ﹤0.01%
333
-8
1202
$36.5K ﹤0.01%
1,185
1203
$36.3K ﹤0.01%
+720
1204
$36.1K ﹤0.01%
8,639
+693
1205
$35.9K ﹤0.01%
1,209
-388
1206
$35.9K ﹤0.01%
215
+5
1207
$35.9K ﹤0.01%
665
1208
$35.9K ﹤0.01%
1,747
-6
1209
$35.9K ﹤0.01%
175
+7
1210
$35.8K ﹤0.01%
3,086
+381
1211
$35.7K ﹤0.01%
1,693
+148
1212
$35.6K ﹤0.01%
696
-689
1213
$35.5K ﹤0.01%
1,783
+537
1214
$35.5K ﹤0.01%
126
+15
1215
$35.4K ﹤0.01%
352
-72
1216
$35.3K ﹤0.01%
12,000
1217
$35.2K ﹤0.01%
5,540
+5,115
1218
$35.2K ﹤0.01%
2,240
+781
1219
$35.2K ﹤0.01%
8,051
+1,471
1220
$35.2K ﹤0.01%
245
+43
1221
$35.1K ﹤0.01%
525
+7
1222
$35.1K ﹤0.01%
315
+42
1223
$35K ﹤0.01%
365
+11
1224
$34.9K ﹤0.01%
901
+35
1225
$34.8K ﹤0.01%
1,418
+249
47 48
49
50 51