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
2026
$7.42K ﹤0.01%
1,237
2027
$7.4K ﹤0.01%
542
+182
2028
$7.39K ﹤0.01%
172
+50
2029
$7.39K ﹤0.01%
433
+4
2030
$7.39K ﹤0.01%
96
+20
2031
$7.37K ﹤0.01%
311
+200
2032
$7.36K ﹤0.01%
295
-17
2033
$7.35K ﹤0.01%
21
-24
2034
$7.34K ﹤0.01%
103
-218
2035
$7.34K ﹤0.01%
432
+90
2036
$7.33K ﹤0.01%
902
2037
$7.31K ﹤0.01%
159
+63
2038
$7.31K ﹤0.01%
539
+168
2039
$7.31K ﹤0.01%
133
+83
2040
$7.3K ﹤0.01%
317
2041
$7.3K ﹤0.01%
140
-39
2042
$7.28K ﹤0.01%
1,522
-44
2043
$7.24K ﹤0.01%
103
+5
2044
$7.23K ﹤0.01%
81
+75
2045
$7.23K ﹤0.01%
296
2046
$7.22K ﹤0.01%
136
+3
2047
$7.22K ﹤0.01%
187
+33
2048
$7.21K ﹤0.01%
291
+5
2049
$7.2K ﹤0.01%
153
-4
2050
$7.18K ﹤0.01%
400
80 81
82
83 84