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
1001
$76.7K ﹤0.01%
88
+8
1002
$76.6K ﹤0.01%
7,477
+1,000
1003
$76.6K ﹤0.01%
1,137
+353
1004
$76.6K ﹤0.01%
800
-7
1005
$76.5K ﹤0.01%
211
+64
1006
$76.5K ﹤0.01%
1,455
+187
1007
$76.4K ﹤0.01%
620
+305
1008
$76.3K ﹤0.01%
1,985
1009
$75.6K ﹤0.01%
3,596
1010
$75.5K ﹤0.01%
4,000
1011
$75.2K ﹤0.01%
+3,000
1012
$75K ﹤0.01%
1,226
+985
1013
$75K ﹤0.01%
671
+167
1014
$74.6K ﹤0.01%
788
+561
1015
$74.6K ﹤0.01%
576
+3
1016
$74.4K ﹤0.01%
121
+23
1017
$74.4K ﹤0.01%
4,676
-2,047
1018
$74.1K ﹤0.01%
2,431
-3,219
1019
$74K ﹤0.01%
1,319
-173
1020
$73.8K ﹤0.01%
808
+219
1021
$73.8K ﹤0.01%
10,000
+2,000
1022
$73.7K ﹤0.01%
1,295
1023
$73.5K ﹤0.01%
854
+202
1024
$73.4K ﹤0.01%
396
+53
1025
$73.4K ﹤0.01%
4,000
39 40
41
42 43