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
1901
$9.34K ﹤0.01%
651
1902
$9.32K ﹤0.01%
687
1903
$9.31K ﹤0.01%
325
1904
$9.3K ﹤0.01%
242
+70
1905
$9.29K ﹤0.01%
160
1906
$9.29K ﹤0.01%
397
+52
1907
$9.28K ﹤0.01%
142
-636
1908
$9.27K ﹤0.01%
262
1909
$9.23K ﹤0.01%
317
1910
$9.23K ﹤0.01%
60
+12
1911
$9.21K ﹤0.01%
500
1912
$9.2K ﹤0.01%
545
1913
$9.2K ﹤0.01%
195
-830
1914
$9.16K ﹤0.01%
44
-112
1915
$9.16K ﹤0.01%
348
1916
$9.15K ﹤0.01%
108
+52
1917
$9.13K ﹤0.01%
173
1918
$9.09K ﹤0.01%
3,000
-100
1919
$9.06K ﹤0.01%
211
1920
$9.05K ﹤0.01%
80
-46
1921
$9.04K ﹤0.01%
1,185
-173
1922
$9.02K ﹤0.01%
691
1923
$9.02K ﹤0.01%
590
1924
$8.99K ﹤0.01%
91
+21
1925
$8.99K ﹤0.01%
283
75 76
77
78 79