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
1801
$11.1K ﹤0.01%
574
1802
$11.1K ﹤0.01%
925
1803
$11.1K ﹤0.01%
250
1804
$11.1K ﹤0.01%
376
-522
1805
$11K ﹤0.01%
33
+7
1806
$11K ﹤0.01%
338
1807
$11K ﹤0.01%
625
+43
1808
$11K ﹤0.01%
603
1809
$11K ﹤0.01%
267
-89
1810
$10.9K ﹤0.01%
243
1811
$10.9K ﹤0.01%
547
+53
1812
$10.9K ﹤0.01%
579
+404
1813
$10.9K ﹤0.01%
188
1814
$10.9K ﹤0.01%
352
+45
1815
$10.9K ﹤0.01%
609
1816
$10.8K ﹤0.01%
120
+2
1817
$10.8K ﹤0.01%
+300
1818
$10.7K ﹤0.01%
467
+2
1819
$10.7K ﹤0.01%
277
1820
$10.7K ﹤0.01%
531
+168
1821
$10.7K ﹤0.01%
407
1822
$10.7K ﹤0.01%
124
+27
1823
$10.6K ﹤0.01%
335
+10
1824
$10.6K ﹤0.01%
451
+84
1825
$10.6K ﹤0.01%
751