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
1201
$48.6K ﹤0.01%
2,000
1202
$48.6K ﹤0.01%
1,678
+1,338
1203
$48.5K ﹤0.01%
507
-7
1204
$48.5K ﹤0.01%
450
+20
1205
$48.2K ﹤0.01%
3,870
+784
1206
$48.2K ﹤0.01%
1,746
+29
1207
$48.1K ﹤0.01%
335
+205
1208
$47.9K ﹤0.01%
423
+4
1209
$47.8K ﹤0.01%
+669
1210
$47.8K ﹤0.01%
654
+125
1211
$47.7K ﹤0.01%
1,128
+221
1212
$47.6K ﹤0.01%
537
-15
1213
$47.6K ﹤0.01%
969
+706
1214
$47.1K ﹤0.01%
623
+15
1215
$47.1K ﹤0.01%
223
1216
$47K ﹤0.01%
1,635
+842
1217
$47K ﹤0.01%
4,995
+46
1218
$46.8K ﹤0.01%
818
1219
$46.8K ﹤0.01%
788
+3
1220
$46.5K ﹤0.01%
2,380
+2,350
1221
$46.5K ﹤0.01%
823
-726
1222
$46.5K ﹤0.01%
1,148
+940
1223
$46.4K ﹤0.01%
125
+44
1224
$46.4K ﹤0.01%
252
-10
1225
$46.2K ﹤0.01%
530
-65
47 48
49
50 51