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
2751
$1.79K ﹤0.01%
+95
2752
$1.79K ﹤0.01%
529
+61
2753
$1.79K ﹤0.01%
+154
2754
$1.77K ﹤0.01%
241
+71
2755
$1.76K ﹤0.01%
+1,279
2756
$1.76K ﹤0.01%
37
+12
2757
$1.76K ﹤0.01%
48
-31
2758
$1.76K ﹤0.01%
85
2759
$1.76K ﹤0.01%
+332
2760
$1.75K ﹤0.01%
405
-3,731
2761
$1.74K ﹤0.01%
349
2762
$1.73K ﹤0.01%
17
+8
2763
$1.73K ﹤0.01%
19
+3
2764
$1.73K ﹤0.01%
+35
2765
$1.73K ﹤0.01%
5
+2
2766
$1.72K ﹤0.01%
+82
2767
$1.71K ﹤0.01%
932
2768
$1.71K ﹤0.01%
+92
2769
$1.71K ﹤0.01%
+81
2770
$1.69K ﹤0.01%
+140
2771
$1.69K ﹤0.01%
159
-129
2772
$1.69K ﹤0.01%
393
+353
2773
$1.69K ﹤0.01%
30
+17
2774
$1.68K ﹤0.01%
1,146
+145
2775
$1.68K ﹤0.01%
+51
109 110
111
112 113