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
2651
$2.31K ﹤0.01%
86
+44
2652
$2.31K ﹤0.01%
555
+55
2653
$2.31K ﹤0.01%
54
+21
2654
$2.3K ﹤0.01%
+95
2655
$2.3K ﹤0.01%
+509
2656
$2.29K ﹤0.01%
142
+11
2657
$2.29K ﹤0.01%
36
+14
2658
$2.29K ﹤0.01%
243
-129
2659
$2.29K ﹤0.01%
+31
2660
$2.28K ﹤0.01%
160
+74
2661
$2.28K ﹤0.01%
115
+41
2662
$2.27K ﹤0.01%
33
-9
2663
$2.26K ﹤0.01%
288
-103
2664
$2.25K ﹤0.01%
+12
2665
$2.24K ﹤0.01%
68
-14
2666
$2.24K ﹤0.01%
85
+48
2667
$2.23K ﹤0.01%
32
-32
2668
$2.23K ﹤0.01%
199
-277
2669
$2.22K ﹤0.01%
100
2670
$2.22K ﹤0.01%
118
+5
2671
$2.22K ﹤0.01%
38
+14
2672
$2.21K ﹤0.01%
80
-241
2673
$2.21K ﹤0.01%
42
-8,193
2674
$2.21K ﹤0.01%
18
+14
2675
$2.19K ﹤0.01%
114
-22
105 106
107
108 109