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
1701
$13.6K ﹤0.01%
93
1702
$13.5K ﹤0.01%
61
+16
1703
$13.5K ﹤0.01%
2,117
+79
1704
$13.4K ﹤0.01%
151
+6
1705
$13.4K ﹤0.01%
437
+95
1706
$13.4K ﹤0.01%
1,447
1707
$13.4K ﹤0.01%
281
+39
1708
$13.4K ﹤0.01%
456
1709
$13.3K ﹤0.01%
128
1710
$13.2K ﹤0.01%
1,109
+84
1711
$13.2K ﹤0.01%
140
1712
$13.2K ﹤0.01%
508
-64
1713
$13.2K ﹤0.01%
171
-19
1714
$13.2K ﹤0.01%
481
1715
$13.2K ﹤0.01%
84
+11
1716
$13.2K ﹤0.01%
188
-882
1717
$13.1K ﹤0.01%
560
1718
$13.1K ﹤0.01%
1,020
+200
1719
$13.1K ﹤0.01%
110
-373
1720
$13.1K ﹤0.01%
355
-216
1721
$13K ﹤0.01%
338
+11
1722
$13K ﹤0.01%
5,000
1723
$13K ﹤0.01%
701
1724
$13K ﹤0.01%
24
+10
1725
$12.9K ﹤0.01%
176
-347
67 68
69
70 71