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
976
$81.1K ﹤0.01%
3,200
977
$81K ﹤0.01%
6,295
+3,080
978
$80.9K ﹤0.01%
2,202
+1,705
979
$80.7K ﹤0.01%
1,804
+348
980
$80.5K ﹤0.01%
17,652
-897
981
$80.3K ﹤0.01%
3,815
-417
982
$80.3K ﹤0.01%
5,000
983
$80K ﹤0.01%
825
+249
984
$79.9K ﹤0.01%
38,592
985
$79.8K ﹤0.01%
1,017
-208
986
$79.6K ﹤0.01%
1,872
+613
987
$79.4K ﹤0.01%
2,738
+715
988
$79.2K ﹤0.01%
725
-21
989
$79.2K ﹤0.01%
2,500
990
$78.6K ﹤0.01%
380
+249
991
$78.5K ﹤0.01%
435
-405
992
$78.2K ﹤0.01%
757
+6
993
$78.2K ﹤0.01%
1,046
994
$78K ﹤0.01%
1,031
+527
995
$78K ﹤0.01%
1,330
+390
996
$77.6K ﹤0.01%
229
+80
997
$77.6K ﹤0.01%
364
+84
998
$77.4K ﹤0.01%
+2,462
999
$77.2K ﹤0.01%
4,073
+284
1000
$77.1K ﹤0.01%
966
+123
38 39
40
41 42