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
1276
$30.5K ﹤0.01%
2,654
+121
1277
$30.2K ﹤0.01%
3,283
+152
1278
$30.1K ﹤0.01%
138
1279
$29.9K ﹤0.01%
988
-419
1280
$29.9K ﹤0.01%
1,873
+135
1281
$29.9K ﹤0.01%
1,967
+1,723
1282
$29.9K ﹤0.01%
2,792
+141
1283
$29.8K ﹤0.01%
2,609
1284
$29.8K ﹤0.01%
286
+79
1285
$29.7K ﹤0.01%
1,201
1286
$29.7K ﹤0.01%
982
1287
$29.7K ﹤0.01%
522
+10
1288
$29.6K ﹤0.01%
760
+196
1289
$29.6K ﹤0.01%
293
+55
1290
$29.6K ﹤0.01%
127
-96
1291
$29.4K ﹤0.01%
2,622
-108
1292
$29.4K ﹤0.01%
98
-145
1293
$29.3K ﹤0.01%
272
+21
1294
$29.2K ﹤0.01%
81
+10
1295
$29.1K ﹤0.01%
1,000
1296
$29.1K ﹤0.01%
275
+50
1297
$29.1K ﹤0.01%
2,302
+40
1298
$28.9K ﹤0.01%
383
1299
$28.8K ﹤0.01%
383
-5
1300
$28.7K ﹤0.01%
566
+1
50 51
52
53 54