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
1551
$17.9K ﹤0.01%
98
1552
$17.8K ﹤0.01%
2,937
+189
1553
$17.7K ﹤0.01%
514
1554
$17.7K ﹤0.01%
292
-113
1555
$17.7K ﹤0.01%
130
+36
1556
$17.7K ﹤0.01%
1,052
+227
1557
$17.7K ﹤0.01%
896
1558
$17.6K ﹤0.01%
136
+14
1559
$17.6K ﹤0.01%
3,015
1560
$17.6K ﹤0.01%
62
1561
$17.5K ﹤0.01%
131
+4
1562
$17.4K ﹤0.01%
4,427
1563
$17.4K ﹤0.01%
98
-302
1564
$17.4K ﹤0.01%
1,446
+24
1565
$17.4K ﹤0.01%
276
+1
1566
$17.4K ﹤0.01%
934
+36
1567
$17.3K ﹤0.01%
+400
1568
$17.3K ﹤0.01%
1,200
1569
$17.3K ﹤0.01%
85
+40
1570
$17.3K ﹤0.01%
339
1571
$17.2K ﹤0.01%
497
+148
1572
$17.2K ﹤0.01%
354
+340
1573
$17.2K ﹤0.01%
1,483
1574
$17.1K ﹤0.01%
230
+197
1575
$17K ﹤0.01%
213
-42