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
2001
$7.79K ﹤0.01%
493
2002
$7.77K ﹤0.01%
345
2003
$7.75K ﹤0.01%
318
+135
2004
$7.72K ﹤0.01%
304
2005
$7.71K ﹤0.01%
625
2006
$7.68K ﹤0.01%
98
+46
2007
$7.67K ﹤0.01%
314
+7
2008
$7.67K ﹤0.01%
44
+29
2009
$7.66K ﹤0.01%
105
2010
$7.64K ﹤0.01%
73
+29
2011
$7.61K ﹤0.01%
102
2012
$7.6K ﹤0.01%
360
-634
2013
$7.59K ﹤0.01%
46
+33
2014
$7.59K ﹤0.01%
581
+11
2015
$7.58K ﹤0.01%
181
+11
2016
$7.57K ﹤0.01%
87
-8
2017
$7.57K ﹤0.01%
68
+25
2018
$7.55K ﹤0.01%
248
2019
$7.54K ﹤0.01%
1,220
2020
$7.53K ﹤0.01%
264
2021
$7.51K ﹤0.01%
377
2022
$7.5K ﹤0.01%
239
2023
$7.46K ﹤0.01%
100
2024
$7.45K ﹤0.01%
321
-261
2025
$7.43K ﹤0.01%
117
79 80
81
82 83