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
1426
$22.9K ﹤0.01%
2,780
+457
1427
$22.8K ﹤0.01%
819
+19
1428
$22.6K ﹤0.01%
663
-603
1429
$22.6K ﹤0.01%
113
-139
1430
$22.5K ﹤0.01%
321
1431
$22.5K ﹤0.01%
283
1432
$22.4K ﹤0.01%
189
+7
1433
$22.4K ﹤0.01%
4,400
-500
1434
$22.2K ﹤0.01%
374
-28
1435
$22.2K ﹤0.01%
793
1436
$22.2K ﹤0.01%
800
-309
1437
$22.1K ﹤0.01%
4,136
+3,704
1438
$22.1K ﹤0.01%
1,193
-1,029
1439
$22.1K ﹤0.01%
860
+246
1440
$21.9K ﹤0.01%
237
1441
$21.9K ﹤0.01%
91
+40
1442
$21.9K ﹤0.01%
160
+13
1443
$21.8K ﹤0.01%
228
-9
1444
$21.8K ﹤0.01%
3,269
1445
$21.8K ﹤0.01%
1,061
1446
$21.7K ﹤0.01%
1,143
+60
1447
$21.6K ﹤0.01%
1,154
-280
1448
$21.6K ﹤0.01%
+768
1449
$21.6K ﹤0.01%
863
+25
1450
$21.6K ﹤0.01%
2,430
+254
56 57
58
59 60