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
1176
$51.6K ﹤0.01%
2,365
+25
1177
$51.3K ﹤0.01%
556
-2,975
1178
$51.3K ﹤0.01%
1,460
-148
1179
$51.2K ﹤0.01%
1,478
+633
1180
$51K ﹤0.01%
203
+49
1181
$50.9K ﹤0.01%
888
+876
1182
$50.7K ﹤0.01%
272
+117
1183
$50.6K ﹤0.01%
494
+224
1184
$50.5K ﹤0.01%
2,101
+13
1185
$50.5K ﹤0.01%
636
-121
1186
$50.2K ﹤0.01%
436
-246
1187
$50.1K ﹤0.01%
493
+16
1188
$50.1K ﹤0.01%
957
+53
1189
$50K ﹤0.01%
490
+217
1190
$49.8K ﹤0.01%
271
+18
1191
$49.6K ﹤0.01%
5,312
+2,422
1192
$49.3K ﹤0.01%
7,500
-10,000
1193
$49.1K ﹤0.01%
1,642
+329
1194
$49.1K ﹤0.01%
5,787
-9,331
1195
$48.9K ﹤0.01%
1,088
+11
1196
$48.9K ﹤0.01%
1,208
-4
1197
$48.8K ﹤0.01%
4,873
-263
1198
$48.8K ﹤0.01%
691
+679
1199
$48.7K ﹤0.01%
835
1200
$48.6K ﹤0.01%
979
+876
46 47
48
49 50