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
2251
$4.64K ﹤0.01%
448
2252
$4.63K ﹤0.01%
1,938
+1,911
2253
$4.63K ﹤0.01%
63
+12
2254
$4.62K ﹤0.01%
+431
2255
$4.61K ﹤0.01%
55
2256
$4.6K ﹤0.01%
299
-59
2257
$4.58K ﹤0.01%
203
+202
2258
$4.56K ﹤0.01%
23
+3
2259
$4.55K ﹤0.01%
257
-223
2260
$4.52K ﹤0.01%
57
+7
2261
$4.51K ﹤0.01%
1,997
+327
2262
$4.51K ﹤0.01%
173
-485
2263
$4.5K ﹤0.01%
71
+9
2264
$4.47K ﹤0.01%
50
2265
$4.43K ﹤0.01%
543
+461
2266
$4.42K ﹤0.01%
159
+115
2267
$4.42K ﹤0.01%
221
+85
2268
$4.4K ﹤0.01%
109
+13
2269
$4.39K ﹤0.01%
220
2270
$4.38K ﹤0.01%
63
+56
2271
$4.38K ﹤0.01%
150
2272
$4.36K ﹤0.01%
195
2273
$4.36K ﹤0.01%
688
2274
$4.33K ﹤0.01%
229
+125
2275
$4.3K ﹤0.01%
87
89 90
91
92 93