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
2076
$6.77K ﹤0.01%
49
-94
2077
$6.76K ﹤0.01%
746
-735
2078
$6.76K ﹤0.01%
583
-55
2079
$6.75K ﹤0.01%
150
2080
$6.75K ﹤0.01%
100
2081
$6.75K ﹤0.01%
38
2082
$6.74K ﹤0.01%
30
+13
2083
$6.72K ﹤0.01%
129
2084
$6.72K ﹤0.01%
107
-2
2085
$6.72K ﹤0.01%
2,000
-1,000
2086
$6.72K ﹤0.01%
165
2087
$6.7K ﹤0.01%
26
2088
$6.68K ﹤0.01%
213
2089
$6.68K ﹤0.01%
32
2090
$6.68K ﹤0.01%
297
+7
2091
$6.67K ﹤0.01%
1,449
2092
$6.63K ﹤0.01%
1,645
+51
2093
$6.62K ﹤0.01%
956
2094
$6.6K ﹤0.01%
275
2095
$6.59K ﹤0.01%
83
2096
$6.57K ﹤0.01%
259
2097
$6.55K ﹤0.01%
135
-175
2098
$6.53K ﹤0.01%
62
-496
2099
$6.5K ﹤0.01%
626
+354
2100
$6.5K ﹤0.01%
80
-7
82 83
84
85 86