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
2826
$1.48K ﹤0.01%
80
+61
2827
$1.48K ﹤0.01%
139
+25
2828
$1.48K ﹤0.01%
259
+65
2829
$1.48K ﹤0.01%
37
-12
2830
$1.48K ﹤0.01%
36
+1
2831
$1.48K ﹤0.01%
43
+4
2832
$1.47K ﹤0.01%
+146
2833
$1.47K ﹤0.01%
55
+28
2834
$1.46K ﹤0.01%
14
+9
2835
$1.46K ﹤0.01%
39
2836
$1.45K ﹤0.01%
119
+4
2837
$1.45K ﹤0.01%
48
+29
2838
$1.45K ﹤0.01%
+57
2839
$1.45K ﹤0.01%
+49
2840
$1.44K ﹤0.01%
104
+9
2841
$1.43K ﹤0.01%
+182
2842
$1.42K ﹤0.01%
78
+56
2843
$1.41K ﹤0.01%
230
-38
2844
$1.41K ﹤0.01%
+81
2845
$1.41K ﹤0.01%
+166
2846
$1.41K ﹤0.01%
+46
2847
$1.4K ﹤0.01%
24
2848
$1.4K ﹤0.01%
586
+137
2849
$1.4K ﹤0.01%
71
-92
2850
$1.39K ﹤0.01%
+46
112 113
114
115 116