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
2701
$2.01K ﹤0.01%
+152
2702
$2K ﹤0.01%
948
+428
2703
$1.99K ﹤0.01%
156
-67
2704
$1.99K ﹤0.01%
+200
2705
$1.98K ﹤0.01%
298
+222
2706
$1.98K ﹤0.01%
479
+247
2707
$1.97K ﹤0.01%
140
+91
2708
$1.96K ﹤0.01%
27
-4
2709
$1.96K ﹤0.01%
72
2710
$1.96K ﹤0.01%
192
+10
2711
$1.96K ﹤0.01%
119
+56
2712
$1.95K ﹤0.01%
13
+4
2713
$1.95K ﹤0.01%
242
+187
2714
$1.95K ﹤0.01%
321
-367
2715
$1.94K ﹤0.01%
110
+4
2716
$1.94K ﹤0.01%
38
-2,600
2717
$1.93K ﹤0.01%
76
+51
2718
$1.93K ﹤0.01%
+34
2719
$1.93K ﹤0.01%
109
2720
$1.91K ﹤0.01%
+9
2721
$1.91K ﹤0.01%
25
+15
2722
$1.91K ﹤0.01%
64
+26
2723
$1.9K ﹤0.01%
157
2724
$1.9K ﹤0.01%
31
-12
2725
$1.9K ﹤0.01%
25
-553
107 108
109
110 111