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
2326
$3.88K ﹤0.01%
218
2327
$3.88K ﹤0.01%
1,252
2328
$3.86K ﹤0.01%
117
2329
$3.85K ﹤0.01%
43
+5
2330
$3.85K ﹤0.01%
58
+1
2331
$3.84K ﹤0.01%
50
-16
2332
$3.76K ﹤0.01%
168
+2
2333
$3.75K ﹤0.01%
146
2334
$3.73K ﹤0.01%
43
2335
$3.72K ﹤0.01%
38
-149
2336
$3.72K ﹤0.01%
167
2337
$3.72K ﹤0.01%
45
+15
2338
$3.71K ﹤0.01%
134
-5
2339
$3.69K ﹤0.01%
62
+7
2340
$3.68K ﹤0.01%
37
2341
$3.67K ﹤0.01%
117
+68
2342
$3.66K ﹤0.01%
189
+29
2343
$3.64K ﹤0.01%
142
2344
$3.63K ﹤0.01%
150
2345
$3.62K ﹤0.01%
38
-34,207
2346
$3.6K ﹤0.01%
166
-483
2347
$3.57K ﹤0.01%
33
2348
$3.56K ﹤0.01%
89
+50
2349
$3.55K ﹤0.01%
119
+61
2350
$3.54K ﹤0.01%
64
-179
92 93
94
95 96