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
126
$2.31M 0.15%
19,436
-4,362
127
$2.31M 0.15%
19,610
-95
128
$2.3M 0.15%
40,061
-1,910
129
$2.3M 0.15%
36,879
+4,207
130
$2.24M 0.14%
20,604
+187
131
$2.2M 0.14%
13,175
-1,174
132
$2.17M 0.14%
80,171
+6,645
133
$2.14M 0.14%
58,688
+1,931
134
$2.14M 0.14%
131,719
-45,788
135
$2.12M 0.13%
8,721
-14
136
$2.12M 0.13%
44,957
-18,158
137
$2.08M 0.13%
39,620
+6,392
138
$2.04M 0.13%
73,666
+5,650
139
$2.04M 0.13%
17,358
-2,094
140
$2.03M 0.13%
20,987
+578
141
$2.02M 0.13%
4,109
+400
142
$2M 0.13%
37,042
+31
143
$2M 0.13%
50,291
+1,573
144
$1.97M 0.12%
31,502
+726
145
$1.92M 0.12%
9,699
+1,037
146
$1.87M 0.12%
14,115
-3,072
147
$1.85M 0.12%
22,104
-407
148
$1.83M 0.12%
21,908
-86,947
149
$1.82M 0.12%
20,758
+7,814
150
$1.82M 0.12%
3,115
+95
4 5
6
7 8