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
1076
$63.8K ﹤0.01%
1,226
+109
1077
$63.7K ﹤0.01%
1,460
1078
$63.6K ﹤0.01%
2,965
+116
1079
$63.6K ﹤0.01%
466
+241
1080
$63.4K ﹤0.01%
1,083
1081
$63.3K ﹤0.01%
507
+39
1082
$63.2K ﹤0.01%
482
1083
$63.2K ﹤0.01%
1,629
+852
1084
$63.1K ﹤0.01%
9,500
1085
$63.1K ﹤0.01%
+559
1086
$62.8K ﹤0.01%
615
-1
1087
$62.2K ﹤0.01%
1,290
1088
$62.1K ﹤0.01%
1,445
-191
1089
$62K ﹤0.01%
401
+4
1090
$61.8K ﹤0.01%
728
-703
1091
$61.8K ﹤0.01%
955
+364
1092
$61.7K ﹤0.01%
722
+503
1093
$61.5K ﹤0.01%
10,990
-1,318
1094
$61.5K ﹤0.01%
536
1095
$61.4K ﹤0.01%
1,407
+1,096
1096
$61.3K ﹤0.01%
1,987
-1,588
1097
$61.2K ﹤0.01%
4,500
1098
$61K ﹤0.01%
1,629
+182
1099
$60.7K ﹤0.01%
284
+18
1100
$60.6K ﹤0.01%
577
+558
42 43
44
45 46