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
1151
$54.5K ﹤0.01%
4,503
+25
1152
$54.5K ﹤0.01%
988
-96
1153
$54.2K ﹤0.01%
697
+27
1154
$54.1K ﹤0.01%
4,164
-2,327
1155
$54.1K ﹤0.01%
979
+97
1156
$54.1K ﹤0.01%
271
+225
1157
$53.8K ﹤0.01%
343
+5
1158
$53.8K ﹤0.01%
3,156
1159
$53.7K ﹤0.01%
6,205
+52
1160
$53.7K ﹤0.01%
1,063
+671
1161
$53.1K ﹤0.01%
325
1162
$53K ﹤0.01%
7,773
1163
$52.7K ﹤0.01%
2,200
1164
$52.7K ﹤0.01%
915
+595
1165
$52.6K ﹤0.01%
810
+257
1166
$52.4K ﹤0.01%
5,156
+641
1167
$52.4K ﹤0.01%
1,407
+899
1168
$52.4K ﹤0.01%
5,342
1169
$52.4K ﹤0.01%
331
+261
1170
$52.4K ﹤0.01%
1,402
1171
$52.3K ﹤0.01%
771
+1
1172
$52.1K ﹤0.01%
979
-72
1173
$52K ﹤0.01%
2,836
-198
1174
$52K ﹤0.01%
1,406
-212
1175
$51.6K ﹤0.01%
746
+498
45 46
47
48 49