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
1676
$13.9K ﹤0.01%
380
1677
$13.9K ﹤0.01%
852
-323
1678
$13.9K ﹤0.01%
77
-2
1679
$13.9K ﹤0.01%
4,519
-21,573
1680
$13.9K ﹤0.01%
277
-21
1681
$13.9K ﹤0.01%
1,020
-5
1682
$13.9K ﹤0.01%
120
+4
1683
$13.9K ﹤0.01%
49
-19
1684
$13.8K ﹤0.01%
725
+24
1685
$13.8K ﹤0.01%
407
1686
$13.8K ﹤0.01%
110
+59
1687
$13.8K ﹤0.01%
382
+51
1688
$13.8K ﹤0.01%
380
-9
1689
$13.8K ﹤0.01%
148
+7
1690
$13.8K ﹤0.01%
80
+12
1691
$13.7K ﹤0.01%
179
-3,104
1692
$13.7K ﹤0.01%
489
1693
$13.7K ﹤0.01%
2,404
-1,458
1694
$13.6K ﹤0.01%
67
-1
1695
$13.6K ﹤0.01%
128
+16
1696
$13.6K ﹤0.01%
698
1697
$13.6K ﹤0.01%
1,795
+713
1698
$13.6K ﹤0.01%
1,279
+242
1699
$13.6K ﹤0.01%
584
+192
1700
$13.6K ﹤0.01%
179
+63
66 67
68
69 70