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
2426
$2.71K ﹤0.01%
44
+8
2427
$2.7K ﹤0.01%
+788
2428
$2.7K ﹤0.01%
217
2429
$2.7K ﹤0.01%
38
-352
2430
$2.7K ﹤0.01%
100
2431
$2.69K ﹤0.01%
723
2432
$2.69K ﹤0.01%
35
2433
$2.68K ﹤0.01%
328
+80
2434
$2.67K ﹤0.01%
41
2435
$2.67K ﹤0.01%
223
2436
$2.65K ﹤0.01%
88
+23
2437
$2.65K ﹤0.01%
251
2438
$2.65K ﹤0.01%
81
+18
2439
$2.64K ﹤0.01%
15
+2
2440
$2.63K ﹤0.01%
71
+10
2441
$2.63K ﹤0.01%
516
+206
2442
$2.63K ﹤0.01%
503
+104
2443
$2.62K ﹤0.01%
+86
2444
$2.61K ﹤0.01%
931
2445
$2.59K ﹤0.01%
28
-1
2446
$2.58K ﹤0.01%
102
+23
2447
$2.58K ﹤0.01%
13
2448
$2.58K ﹤0.01%
64
-1
2449
$2.57K ﹤0.01%
157
+30
2450
$2.57K ﹤0.01%
8
96 97
98
99 100