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
1951
$8.57K ﹤0.01%
580
1952
$8.55K ﹤0.01%
1,118
-72
1953
$8.54K ﹤0.01%
93
1954
$8.51K ﹤0.01%
223
+41
1955
$8.5K ﹤0.01%
186
+27
1956
$8.49K ﹤0.01%
440
+56
1957
$8.44K ﹤0.01%
213
+17
1958
$8.43K ﹤0.01%
51
-131
1959
$8.43K ﹤0.01%
123
+25
1960
$8.42K ﹤0.01%
202
1961
$8.41K ﹤0.01%
114
+68
1962
$8.29K ﹤0.01%
200
1963
$8.25K ﹤0.01%
59
-6
1964
$8.25K ﹤0.01%
128
+91
1965
$8.22K ﹤0.01%
177
-2
1966
$8.2K ﹤0.01%
400
1967
$8.2K ﹤0.01%
66
+12
1968
$8.18K ﹤0.01%
99
-297
1969
$8.18K ﹤0.01%
29
+8
1970
$8.16K ﹤0.01%
503
-32
1971
$8.16K ﹤0.01%
502
-290
1972
$8.16K ﹤0.01%
72
1973
$8.15K ﹤0.01%
130
+56
1974
$8.14K ﹤0.01%
201
+33
1975
$8.12K ﹤0.01%
201
+1
77 78
79
80 81