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
2226
$4.88K ﹤0.01%
100
2227
$4.87K ﹤0.01%
250
2228
$4.87K ﹤0.01%
1,217
2229
$4.86K ﹤0.01%
160
2230
$4.86K ﹤0.01%
124
2231
$4.83K ﹤0.01%
59
+2
2232
$4.79K ﹤0.01%
204
2233
$4.79K ﹤0.01%
88
2234
$4.79K ﹤0.01%
365
+254
2235
$4.78K ﹤0.01%
+239
2236
$4.76K ﹤0.01%
146
-41
2237
$4.76K ﹤0.01%
89
+58
2238
$4.75K ﹤0.01%
256
2239
$4.75K ﹤0.01%
124
-12
2240
$4.75K ﹤0.01%
42
-66
2241
$4.75K ﹤0.01%
200
2242
$4.75K ﹤0.01%
38
+1
2243
$4.74K ﹤0.01%
123
-444
2244
$4.72K ﹤0.01%
33
+25
2245
$4.72K ﹤0.01%
340
+100
2246
$4.71K ﹤0.01%
30
-2
2247
$4.7K ﹤0.01%
177
-581
2248
$4.67K ﹤0.01%
562
-36
2249
$4.66K ﹤0.01%
133
2250
$4.65K ﹤0.01%
60
+4
88 89
90
91 92