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
2676
$2.19K ﹤0.01%
104
+34
2677
$2.19K ﹤0.01%
+69
2678
$2.19K ﹤0.01%
50
+14
2679
$2.18K ﹤0.01%
27
+2
2680
$2.17K ﹤0.01%
126
-31
2681
$2.15K ﹤0.01%
102
2682
$2.15K ﹤0.01%
74
2683
$2.15K ﹤0.01%
93
-38
2684
$2.14K ﹤0.01%
37
-485
2685
$2.13K ﹤0.01%
53
+3
2686
$2.12K ﹤0.01%
233
+67
2687
$2.12K ﹤0.01%
194
-238
2688
$2.11K ﹤0.01%
+87
2689
$2.11K ﹤0.01%
15
-6
2690
$2.1K ﹤0.01%
44
+18
2691
$2.1K ﹤0.01%
103
2692
$2.09K ﹤0.01%
220
+2
2693
$2.09K ﹤0.01%
34
+5
2694
$2.08K ﹤0.01%
+117
2695
$2.07K ﹤0.01%
+99
2696
$2.06K ﹤0.01%
118
+1
2697
$2.04K ﹤0.01%
36
+17
2698
$2.03K ﹤0.01%
61
2699
$2.02K ﹤0.01%
+40
2700
$2.01K ﹤0.01%
+18
106 107
108
109 110