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
1051
$67.7K ﹤0.01%
3,276
+1,323
1052
$67.5K ﹤0.01%
578
-193
1053
$67.4K ﹤0.01%
2,098
-523
1054
$67.3K ﹤0.01%
2,072
+846
1055
$67.2K ﹤0.01%
1,745
1056
$67K ﹤0.01%
+1,182
1057
$67K ﹤0.01%
933
-626
1058
$66.6K ﹤0.01%
7,500
+1,000
1059
$66.5K ﹤0.01%
5,429
1060
$66.1K ﹤0.01%
6,000
1061
$65.8K ﹤0.01%
561
+46
1062
$65.8K ﹤0.01%
3,775
-116
1063
$65.6K ﹤0.01%
379
+29
1064
$65.4K ﹤0.01%
2,463
+614
1065
$65.3K ﹤0.01%
3,737
+2,136
1066
$65.3K ﹤0.01%
643
-109
1067
$64.9K ﹤0.01%
4,000
+2,500
1068
$64.8K ﹤0.01%
765
+84
1069
$64.8K ﹤0.01%
11,497
+317
1070
$64.7K ﹤0.01%
2,123
1071
$64.6K ﹤0.01%
4,000
1072
$64.4K ﹤0.01%
4,256
-558
1073
$64.3K ﹤0.01%
1,203
+887
1074
$64.3K ﹤0.01%
4,740
-1,647
1075
$64.2K ﹤0.01%
1,281
-483
41 42
43
44 45