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
2551
$3.04K ﹤0.01%
63
+11
2552
$3.04K ﹤0.01%
432
-34
2553
$3.04K ﹤0.01%
74
-21
2554
$3.02K ﹤0.01%
250
2555
$3.02K ﹤0.01%
+59
2556
$3.02K ﹤0.01%
15
+4
2557
$3.02K ﹤0.01%
+184
2558
$3.01K ﹤0.01%
2,093
+155
2559
$3K ﹤0.01%
15
+1
2560
$2.99K ﹤0.01%
199
+90
2561
$2.99K ﹤0.01%
70
+55
2562
$2.95K ﹤0.01%
154
-35
2563
$2.94K ﹤0.01%
500
+295
2564
$2.94K ﹤0.01%
73
+2
2565
$2.94K ﹤0.01%
85
+55
2566
$2.93K ﹤0.01%
49
+37
2567
$2.92K ﹤0.01%
101
2568
$2.92K ﹤0.01%
57
2569
$2.91K ﹤0.01%
+277
2570
$2.91K ﹤0.01%
40
+14
2571
$2.89K ﹤0.01%
+111
2572
$2.87K ﹤0.01%
+486
2573
$2.86K ﹤0.01%
+62
2574
$2.85K ﹤0.01%
105
+17
2575
$2.84K ﹤0.01%
164
+31
101 102
103
104 105