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
2451
$2.56K ﹤0.01%
200
2452
$2.56K ﹤0.01%
293
2453
$2.56K ﹤0.01%
256
-2,570
2454
$2.56K ﹤0.01%
54
-11
2455
$2.55K ﹤0.01%
466
+141
2456
$2.53K ﹤0.01%
183
+24
2457
$2.53K ﹤0.01%
183
2458
$2.52K ﹤0.01%
256
+18
2459
$2.51K ﹤0.01%
131
2460
$2.5K ﹤0.01%
43
2461
$2.48K ﹤0.01%
55
+35
2462
$2.48K ﹤0.01%
45
-1
2463
$2.48K ﹤0.01%
224
+175
2464
$2.47K ﹤0.01%
79
+30
2465
$2.47K ﹤0.01%
47
-7
2466
$2.46K ﹤0.01%
133
2467
$2.46K ﹤0.01%
169
2468
$2.46K ﹤0.01%
627
+168
2469
$2.46K ﹤0.01%
252
2470
$2.46K ﹤0.01%
37
2471
$2.45K ﹤0.01%
113
+38
2472
$2.45K ﹤0.01%
218
2473
$2.44K ﹤0.01%
1,114
+564
2474
$2.44K ﹤0.01%
43
2475
$2.44K ﹤0.01%
100
97 98
99
100 101