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
2601
$2.67K ﹤0.01%
35
-17
2602
$2.67K ﹤0.01%
155
-48
2603
$2.66K ﹤0.01%
65
+38
2604
$2.65K ﹤0.01%
+44
2605
$2.65K ﹤0.01%
95
-75
2606
$2.65K ﹤0.01%
121
+96
2607
$2.64K ﹤0.01%
20
+9
2608
$2.63K ﹤0.01%
403
+257
2609
$2.63K ﹤0.01%
46
-82
2610
$2.63K ﹤0.01%
224
2611
$2.63K ﹤0.01%
80
-300
2612
$2.63K ﹤0.01%
193
+191
2613
$2.6K ﹤0.01%
+48
2614
$2.6K ﹤0.01%
163
+25
2615
$2.59K ﹤0.01%
256
2616
$2.58K ﹤0.01%
82
+56
2617
$2.57K ﹤0.01%
879
+91
2618
$2.57K ﹤0.01%
98
+3
2619
$2.56K ﹤0.01%
22
+14
2620
$2.56K ﹤0.01%
+147
2621
$2.56K ﹤0.01%
406
+264
2622
$2.54K ﹤0.01%
27
-54
2623
$2.52K ﹤0.01%
+60
2624
$2.52K ﹤0.01%
51
+13
2625
$2.51K ﹤0.01%
100
103 104
105
106 107