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
1026
$73.3K ﹤0.01%
482
-88
1027
$73.3K ﹤0.01%
473
1028
$73.1K ﹤0.01%
1,510
-997
1029
$72.8K ﹤0.01%
980
+67
1030
$72.7K ﹤0.01%
847
+229
1031
$72.5K ﹤0.01%
860
+50
1032
$72.2K ﹤0.01%
5,091
+105
1033
$71.9K ﹤0.01%
536
+47
1034
$71.8K ﹤0.01%
4,760
-27,195
1035
$71.2K ﹤0.01%
1,890
1036
$70.9K ﹤0.01%
860
+172
1037
$70.7K ﹤0.01%
833
+4
1038
$70K ﹤0.01%
1,643
-137
1039
$69.6K ﹤0.01%
10,724
-11,946
1040
$69.5K ﹤0.01%
10,000
+1,000
1041
$69.3K ﹤0.01%
1,828
+325
1042
$69.2K ﹤0.01%
1,800
1043
$69.2K ﹤0.01%
918
+591
1044
$68.9K ﹤0.01%
417
-16
1045
$68.7K ﹤0.01%
5,190
+1,770
1046
$68.4K ﹤0.01%
1,792
-347
1047
$68.3K ﹤0.01%
13,158
+25
1048
$67.8K ﹤0.01%
+2,145
1049
$67.8K ﹤0.01%
1,477
+854
1050
$67.7K ﹤0.01%
1,530
+522
40 41
42
43 44