EWA

EverSource Wealth Advisors Portfolio holdings

AUM $2.21B
1-Year Est. Return 22.38%
This Quarter Est. Return
1 Year Est. Return
+22.38%
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 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$61.3M 3.88%
159,736
+7,224
2
$59.8M 3.78%
1,131,884
+12,246
3
$50.6M 3.21%
289,985
+13,534
4
$47.5M 3.01%
203,947
-2,413
5
$32.7M 2.07%
658,428
+7,059
6
$25.7M 1.62%
279,489
+6,674
7
$24.7M 1.56%
124,688
+46
8
$23.4M 1.48%
54,278
+20
9
$22.8M 1.44%
43,220
+1,691
10
$21.6M 1.37%
451,210
+10,325
11
$20.7M 1.31%
680,685
+37,215
12
$20.6M 1.3%
258,883
+5,440
13
$20.1M 1.27%
165,700
+3,603
14
$19.2M 1.21%
73,284
+1,093
15
$19M 1.2%
67,180
-420
16
$18.8M 1.19%
100,878
+7,098
17
$18M 1.14%
108,581
+3,465
18
$17.8M 1.13%
63,207
-2,033
19
$17.5M 1.11%
315,694
-720
20
$17.2M 1.09%
342,881
+6,856
21
$17M 1.08%
215,846
+3,214
22
$16.4M 1.04%
64,501
-855
23
$15.8M 1%
462,020
+5,062
24
$13.9M 0.88%
80,459
-731,791
25
$13.6M 0.86%
57,210
+1,373
1
2 3 4 5