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
1876
$9.78K ﹤0.01%
198
+2
1877
$9.75K ﹤0.01%
215
+23
1878
$9.73K ﹤0.01%
117
+48
1879
$9.72K ﹤0.01%
626
1880
$9.71K ﹤0.01%
46
+6
1881
$9.69K ﹤0.01%
591
+20
1882
$9.68K ﹤0.01%
369
-36
1883
$9.67K ﹤0.01%
222
+56
1884
$9.63K ﹤0.01%
38,592
1885
$9.62K ﹤0.01%
176
-18
1886
$9.62K ﹤0.01%
74
1887
$9.61K ﹤0.01%
626
+144
1888
$9.59K ﹤0.01%
1,700
1889
$9.56K ﹤0.01%
270
+230
1890
$9.54K ﹤0.01%
938
+28
1891
$9.53K ﹤0.01%
238
1892
$9.52K ﹤0.01%
646
1893
$9.51K ﹤0.01%
2,175
+66
1894
$9.45K ﹤0.01%
627
1895
$9.42K ﹤0.01%
809
1896
$9.42K ﹤0.01%
415
-1,251
1897
$9.42K ﹤0.01%
96
-1
1898
$9.39K ﹤0.01%
1,369
1899
$9.37K ﹤0.01%
378
1900
$9.36K ﹤0.01%
23
+6
74 75
76
77 78