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
1101
$60.5K ﹤0.01%
+2,016
1102
$60.3K ﹤0.01%
+1,274
1103
$60.2K ﹤0.01%
571
-188
1104
$60K ﹤0.01%
1,585
+138
1105
$59.8K ﹤0.01%
321
+9
1106
$59.7K ﹤0.01%
418
-1,269
1107
$59.6K ﹤0.01%
1,553
+704
1108
$59.5K ﹤0.01%
671
+285
1109
$59.4K ﹤0.01%
667
+221
1110
$59.4K ﹤0.01%
341
+71
1111
$59.2K ﹤0.01%
357
+337
1112
$59K ﹤0.01%
4,400
1113
$59K ﹤0.01%
302
+127
1114
$58.8K ﹤0.01%
1,288
-191
1115
$58.7K ﹤0.01%
+1,575
1116
$58.3K ﹤0.01%
1,224
1117
$58.3K ﹤0.01%
1,010
-81
1118
$58.3K ﹤0.01%
522
+131
1119
$58.3K ﹤0.01%
1,065
+333
1120
$58.2K ﹤0.01%
1,041
-224
1121
$57.9K ﹤0.01%
361
+136
1122
$57.9K ﹤0.01%
2,266
-1,429
1123
$57.8K ﹤0.01%
21,237
+1,249
1124
$57.7K ﹤0.01%
616
+1
1125
$57.6K ﹤0.01%
4,413
-1,155
43 44
45
46 47