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
$1.78B
AUM Growth
+$200M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,872
New
Increased
Reduced
Closed

Top Buys

1
+$7.4M
2
+$7.24M
3
+$7.18M
4
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$6.89M
5
CGXU icon
Capital Group International Focus Equity ETF
CGXU
+$6.72M

Top Sells

1
+$6.64M
2
+$2.74M
3
+$2.48M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$2.06M
5
PLTR icon
Palantir
PLTR
+$1.73M

Sector Composition

1 Technology 12.26%
2 Financials 6.71%
3 Consumer Discretionary 6.69%
4 Industrials 3.38%
5 Communication Services 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2501
$3.46K ﹤0.01%
712
2502
$3.46K ﹤0.01%
68
+6
2503
$3.44K ﹤0.01%
+179
2504
$3.44K ﹤0.01%
79
-33
2505
$3.43K ﹤0.01%
111
+85
2506
$3.43K ﹤0.01%
32
2507
$3.42K ﹤0.01%
102
+91
2508
$3.41K ﹤0.01%
35
+14
2509
$3.4K ﹤0.01%
1,897
+144
2510
$3.39K ﹤0.01%
73
+18
2511
$3.38K ﹤0.01%
331
+313
2512
$3.38K ﹤0.01%
143
+71
2513
$3.36K ﹤0.01%
365
2514
$3.35K ﹤0.01%
45
2515
$3.35K ﹤0.01%
13
-36
2516
$3.33K ﹤0.01%
1,802
-1,837
2517
$3.33K ﹤0.01%
148
+26
2518
$3.32K ﹤0.01%
75
+16
2519
$3.32K ﹤0.01%
151
+12
2520
$3.32K ﹤0.01%
216
+138
2521
$3.31K ﹤0.01%
+379
2522
$3.3K ﹤0.01%
399
-267
2523
$3.3K ﹤0.01%
175
+26
2524
$3.28K ﹤0.01%
+103
2525
$3.27K ﹤0.01%
96
+82
99 100
101
102 103