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
2351
$3.54K ﹤0.01%
49
+12
2352
$3.54K ﹤0.01%
21
-20
2353
$3.52K ﹤0.01%
114
2354
$3.51K ﹤0.01%
141
-784
2355
$3.5K ﹤0.01%
18
+2
2356
$3.46K ﹤0.01%
82
2357
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250
2358
$3.43K ﹤0.01%
156
+42
2359
$3.42K ﹤0.01%
205
+24
2360
$3.42K ﹤0.01%
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2361
$3.41K ﹤0.01%
170
2362
$3.4K ﹤0.01%
494
2363
$3.39K ﹤0.01%
14
2364
$3.37K ﹤0.01%
96
2365
$3.37K ﹤0.01%
288
+46
2366
$3.36K ﹤0.01%
441
2367
$3.35K ﹤0.01%
124
-40
2368
$3.35K ﹤0.01%
132
-2
2369
$3.33K ﹤0.01%
101
2370
$3.33K ﹤0.01%
290
+31
2371
$3.33K ﹤0.01%
420
-580
2372
$3.32K ﹤0.01%
521
2373
$3.32K ﹤0.01%
37
2374
$3.32K ﹤0.01%
147
2375
$3.32K ﹤0.01%
709
93 94
95
96 97