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
1301
$28.7K ﹤0.01%
+506
1302
$28.7K ﹤0.01%
1,650
1303
$28.6K ﹤0.01%
477
-4
1304
$28.6K ﹤0.01%
647
+220
1305
$28.6K ﹤0.01%
230
+32
1306
$28.5K ﹤0.01%
326
+41
1307
$28.5K ﹤0.01%
1,579
-150
1308
$28.5K ﹤0.01%
1,029
1309
$28.5K ﹤0.01%
361
+40
1310
$28.5K ﹤0.01%
2,266
1311
$28.4K ﹤0.01%
849
+1
1312
$28.3K ﹤0.01%
422
-139
1313
$28.3K ﹤0.01%
1,780
-90
1314
$28.3K ﹤0.01%
273
+61
1315
$28.3K ﹤0.01%
771
-701
1316
$28.2K ﹤0.01%
195
+16
1317
$28.2K ﹤0.01%
2,088
1318
$28.2K ﹤0.01%
340
1319
$28.2K ﹤0.01%
124
+75
1320
$28.1K ﹤0.01%
1,601
-709
1321
$28.1K ﹤0.01%
4,157
-206
1322
$28.1K ﹤0.01%
263
-5
1323
$28.1K ﹤0.01%
729
1324
$28K ﹤0.01%
65
+8
1325
$28K ﹤0.01%
260
+15
51 52
53
54 55