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
2851
$1.38K ﹤0.01%
+62
2852
$1.38K ﹤0.01%
39
-123
2853
$1.38K ﹤0.01%
14
2854
$1.38K ﹤0.01%
27
+26
2855
$1.37K ﹤0.01%
+13
2856
$1.37K ﹤0.01%
+58
2857
$1.37K ﹤0.01%
47
+25
2858
$1.36K ﹤0.01%
+35
2859
$1.36K ﹤0.01%
65
-130
2860
$1.35K ﹤0.01%
+204
2861
$1.35K ﹤0.01%
91
-489
2862
$1.35K ﹤0.01%
+50
2863
$1.35K ﹤0.01%
+33
2864
$1.35K ﹤0.01%
+42
2865
$1.33K ﹤0.01%
202
-270
2866
$1.33K ﹤0.01%
+128
2867
$1.33K ﹤0.01%
42
-47
2868
$1.32K ﹤0.01%
179
2869
$1.32K ﹤0.01%
+118
2870
$1.32K ﹤0.01%
10
+4
2871
$1.32K ﹤0.01%
+21
2872
$1.31K ﹤0.01%
+151
2873
$1.31K ﹤0.01%
26
+14
2874
$1.31K ﹤0.01%
+20
2875
$1.3K ﹤0.01%
772
+84
113 114
115
116 117