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
951
$86.9K ﹤0.01%
5,320
+299
952
$86.6K ﹤0.01%
426
+74
953
$86.5K ﹤0.01%
3,142
+334
954
$86.4K ﹤0.01%
9,738
+4,580
955
$86.3K ﹤0.01%
341
+30
956
$86.3K ﹤0.01%
3,176
957
$85.8K ﹤0.01%
3,383
-503
958
$85.6K ﹤0.01%
859
+793
959
$85K ﹤0.01%
715
+5
960
$84.5K ﹤0.01%
1,730
-553
961
$84.3K ﹤0.01%
3,465
+2,895
962
$84K ﹤0.01%
1,383
+640
963
$84K ﹤0.01%
736
+67
964
$83.8K ﹤0.01%
2,107
+406
965
$83.7K ﹤0.01%
3,978
+730
966
$83.3K ﹤0.01%
+1,100
967
$83.2K ﹤0.01%
308
+182
968
$83.2K ﹤0.01%
60,263
969
$82.1K ﹤0.01%
3,731
+1,200
970
$81.9K ﹤0.01%
7,562
+359
971
$81.9K ﹤0.01%
994
+318
972
$81.8K ﹤0.01%
1,522
-151
973
$81.5K ﹤0.01%
570
-3
974
$81.4K ﹤0.01%
333
+66
975
$81.1K ﹤0.01%
1,283
+99
37 38
39
40 41