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
1226
$34.8K ﹤0.01%
430
+89
1227
$34.7K ﹤0.01%
+384
1228
$34.3K ﹤0.01%
810
-253
1229
$34.3K ﹤0.01%
650
+127
1230
$34.2K ﹤0.01%
713
+159
1231
$34.2K ﹤0.01%
693
+1
1232
$34.2K ﹤0.01%
985
+16
1233
$34.2K ﹤0.01%
225
-105
1234
$34.1K ﹤0.01%
530
+9
1235
$33.9K ﹤0.01%
154
+27
1236
$33.8K ﹤0.01%
1,365
+291
1237
$33.8K ﹤0.01%
248
1238
$33.7K ﹤0.01%
819
+14
1239
$33.7K ﹤0.01%
574
1240
$33.7K ﹤0.01%
1,130
1241
$33.6K ﹤0.01%
195
+2
1242
$33.6K ﹤0.01%
244
-64
1243
$33.6K ﹤0.01%
909
-760
1244
$33.5K ﹤0.01%
438
1245
$33K ﹤0.01%
845
-54
1246
$33K ﹤0.01%
490
-344
1247
$33K ﹤0.01%
92
-35
1248
$32.9K ﹤0.01%
244
+30
1249
$32.9K ﹤0.01%
408
+32
1250
$32.9K ﹤0.01%
1,063
48 49
50
51 52