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
1226
$46.1K ﹤0.01%
1,189
-232
1227
$46K ﹤0.01%
1,066
-250
1228
$46K ﹤0.01%
618
+46
1229
$45.6K ﹤0.01%
1,762
-121
1230
$45.4K ﹤0.01%
687
+223
1231
$45.1K ﹤0.01%
4,500
1232
$45K ﹤0.01%
9,207
+568
1233
$45K ﹤0.01%
133
+55
1234
$45K ﹤0.01%
976
+205
1235
$44.9K ﹤0.01%
4,781
+164
1236
$44.9K ﹤0.01%
1,954
-203
1237
$44.9K ﹤0.01%
1,484
1238
$44.8K ﹤0.01%
209
-6
1239
$44.8K ﹤0.01%
4,250
-2,083
1240
$44.7K ﹤0.01%
1,589
+108
1241
$44.6K ﹤0.01%
1,040
+21
1242
$44.6K ﹤0.01%
537
+500
1243
$44.5K ﹤0.01%
323
+79
1244
$44.3K ﹤0.01%
2,038
-80
1245
$44.3K ﹤0.01%
861
-315
1246
$44.2K ﹤0.01%
520
+98
1247
$43.9K ﹤0.01%
372
+19
1248
$43.8K ﹤0.01%
713
+436
1249
$43.7K ﹤0.01%
377
-30
1250
$43.6K ﹤0.01%
642
-42
48 49
50
51 52