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
1251
$32.7K ﹤0.01%
735
-175
1252
$32.6K ﹤0.01%
782
+251
1253
$32.6K ﹤0.01%
910
+248
1254
$32.4K ﹤0.01%
4,523
+29
1255
$32.4K ﹤0.01%
718
-15
1256
$32.3K ﹤0.01%
464
+58
1257
$32.3K ﹤0.01%
488
-241
1258
$32.2K ﹤0.01%
1,832
1259
$32.1K ﹤0.01%
215
+1
1260
$32K ﹤0.01%
264
-10
1261
$31.8K ﹤0.01%
3,067
+465
1262
$31.7K ﹤0.01%
114
+7
1263
$31.6K ﹤0.01%
338
-19
1264
$31.6K ﹤0.01%
623
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1265
$31.5K ﹤0.01%
424
-1,671
1266
$31.4K ﹤0.01%
529
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1267
$31.3K ﹤0.01%
303
+46
1268
$30.9K ﹤0.01%
769
-625
1269
$30.9K ﹤0.01%
1,723
-806
1270
$30.8K ﹤0.01%
497
-162
1271
$30.7K ﹤0.01%
386
-347
1272
$30.7K ﹤0.01%
503
-39
1273
$30.7K ﹤0.01%
350
1274
$30.6K ﹤0.01%
766
+50
1275
$30.6K ﹤0.01%
961
-198
49 50
51
52 53