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
2901
$1.18K ﹤0.01%
74
-109
2902
$1.18K ﹤0.01%
28
2903
$1.18K ﹤0.01%
973
+9
2904
$1.18K ﹤0.01%
30
-388
2905
$1.17K ﹤0.01%
+41
2906
$1.17K ﹤0.01%
+117
2907
$1.17K ﹤0.01%
+84
2908
$1.17K ﹤0.01%
+152
2909
$1.16K ﹤0.01%
+127
2910
$1.16K ﹤0.01%
8
-1
2911
$1.16K ﹤0.01%
+61
2912
$1.15K ﹤0.01%
140
-353
2913
$1.15K ﹤0.01%
+272
2914
$1.14K ﹤0.01%
+69
2915
$1.14K ﹤0.01%
110
+45
2916
$1.14K ﹤0.01%
+77
2917
$1.13K ﹤0.01%
70
+62
2918
$1.13K ﹤0.01%
109
-2,500
2919
$1.13K ﹤0.01%
150
+50
2920
$1.13K ﹤0.01%
+22
2921
$1.13K ﹤0.01%
682
2922
$1.12K ﹤0.01%
95
2923
$1.11K ﹤0.01%
+199
2924
$1.11K ﹤0.01%
+19
2925
$1.1K ﹤0.01%
56
115 116
117
118 119