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
2926
$1.1K ﹤0.01%
75
2927
$1.09K ﹤0.01%
+14
2928
$1.09K ﹤0.01%
+87
2929
$1.08K ﹤0.01%
+34
2930
$1.08K ﹤0.01%
75
2931
$1.08K ﹤0.01%
131
-125
2932
$1.08K ﹤0.01%
145
+5
2933
$1.08K ﹤0.01%
+64
2934
$1.08K ﹤0.01%
+15
2935
$1.07K ﹤0.01%
+15
2936
$1.07K ﹤0.01%
+13
2937
$1.07K ﹤0.01%
40
+16
2938
$1.07K ﹤0.01%
+58
2939
$1.06K ﹤0.01%
+12
2940
$1.06K ﹤0.01%
63
2941
$1.06K ﹤0.01%
94
+88
2942
$1.06K ﹤0.01%
26
2943
$1.05K ﹤0.01%
445
+153
2944
$1.05K ﹤0.01%
26
+14
2945
$1.04K ﹤0.01%
26
2946
$1.04K ﹤0.01%
33
-547
2947
$1.03K ﹤0.01%
924
2948
$1.03K ﹤0.01%
133
+47
2949
$1.03K ﹤0.01%
+45
2950
$1.02K ﹤0.01%
506
-608
116 117
118
119 120