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
2576
$2.84K ﹤0.01%
36
-7
2577
$2.83K ﹤0.01%
521
+272
2578
$2.83K ﹤0.01%
350
2579
$2.83K ﹤0.01%
190
2580
$2.83K ﹤0.01%
97
+11
2581
$2.83K ﹤0.01%
1,694
2582
$2.81K ﹤0.01%
+50
2583
$2.81K ﹤0.01%
55
+8
2584
$2.8K ﹤0.01%
+219
2585
$2.78K ﹤0.01%
70
2586
$2.76K ﹤0.01%
+32
2587
$2.75K ﹤0.01%
+97
2588
$2.75K ﹤0.01%
62
+31
2589
$2.74K ﹤0.01%
40
+12
2590
$2.74K ﹤0.01%
52
+11
2591
$2.72K ﹤0.01%
21
2592
$2.71K ﹤0.01%
82
-157
2593
$2.71K ﹤0.01%
94
+37
2594
$2.7K ﹤0.01%
62
2595
$2.69K ﹤0.01%
531
+37
2596
$2.69K ﹤0.01%
39
-92
2597
$2.69K ﹤0.01%
40
+23
2598
$2.68K ﹤0.01%
+79
2599
$2.68K ﹤0.01%
+100
2600
$2.67K ﹤0.01%
+195
102 103
104
105 106