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
2876
$1.3K ﹤0.01%
+40
2877
$1.3K ﹤0.01%
+223
2878
$1.29K ﹤0.01%
+30
2879
$1.29K ﹤0.01%
103
-588
2880
$1.28K ﹤0.01%
57
2881
$1.26K ﹤0.01%
+195
2882
$1.25K ﹤0.01%
250
2883
$1.25K ﹤0.01%
51
+22
2884
$1.25K ﹤0.01%
39
+16
2885
$1.24K ﹤0.01%
55
-1,146
2886
$1.24K ﹤0.01%
+39
2887
$1.24K ﹤0.01%
+79
2888
$1.23K ﹤0.01%
50
2889
$1.23K ﹤0.01%
7
-6
2890
$1.23K ﹤0.01%
+12
2891
$1.21K ﹤0.01%
142
+120
2892
$1.21K ﹤0.01%
+174
2893
$1.2K ﹤0.01%
185
+17
2894
$1.2K ﹤0.01%
+200
2895
$1.2K ﹤0.01%
+13
2896
$1.2K ﹤0.01%
+42
2897
$1.19K ﹤0.01%
23
+9
2898
$1.18K ﹤0.01%
48
2899
$1.18K ﹤0.01%
+11
2900
$1.18K ﹤0.01%
19
114 115
116
117 118