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
176
$1.4M 0.09%
11,542
-384
177
$1.37M 0.09%
11,906
+231
178
$1.37M 0.09%
14,279
+12,876
179
$1.36M 0.09%
35,830
-14,451
180
$1.34M 0.09%
2,356
181
$1.33M 0.08%
25,152
+1,657
182
$1.32M 0.08%
11,317
+1,179
183
$1.3M 0.08%
2,506
+69
184
$1.28M 0.08%
5,808
+36
185
$1.28M 0.08%
26,831
+2,243
186
$1.26M 0.08%
30,233
+508
187
$1.26M 0.08%
4,423
-588
188
$1.25M 0.08%
19,236
-698
189
$1.24M 0.08%
37,581
+1,180
190
$1.24M 0.08%
11,895
+108
191
$1.24M 0.08%
12,699
+108
192
$1.24M 0.08%
2,750
193
$1.23M 0.08%
66,313
-36,856
194
$1.19M 0.08%
7,022
+143
195
$1.18M 0.07%
7,253
+88
196
$1.17M 0.07%
20,717
-481
197
$1.14M 0.07%
20,726
+750
198
$1.14M 0.07%
43,261
+6,458
199
$1.13M 0.07%
6,010
+651
200
$1.13M 0.07%
4,182
-100
6 7
8
9 10