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
1126
$57.5K ﹤0.01%
2,750
1127
$57.5K ﹤0.01%
672
-56
1128
$57.4K ﹤0.01%
205
+1
1129
$57.3K ﹤0.01%
767
-83
1130
$57.3K ﹤0.01%
1,541
-1,943
1131
$57.3K ﹤0.01%
680
-217
1132
$57.1K ﹤0.01%
510
-35
1133
$57K ﹤0.01%
196
+88
1134
$56.8K ﹤0.01%
919
-288
1135
$56.7K ﹤0.01%
+1,684
1136
$56.3K ﹤0.01%
+856
1137
$56.2K ﹤0.01%
362
+16
1138
$56.1K ﹤0.01%
329
+134
1139
$56.1K ﹤0.01%
969
+633
1140
$56K ﹤0.01%
1,351
+6
1141
$55.9K ﹤0.01%
794
+304
1142
$55.9K ﹤0.01%
149
1143
$55.8K ﹤0.01%
973
+489
1144
$55.7K ﹤0.01%
8,089
-366
1145
$55.6K ﹤0.01%
1,783
-186
1146
$55.6K ﹤0.01%
718
+29
1147
$55.4K ﹤0.01%
2,336
+419
1148
$55.2K ﹤0.01%
799
-542
1149
$55K ﹤0.01%
+2,070
1150
$54.8K ﹤0.01%
222
+208
44 45
46
47 48