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
1276
$40.7K ﹤0.01%
365
+90
1277
$40.7K ﹤0.01%
889
-55
1278
$40.5K ﹤0.01%
721
+46
1279
$40.5K ﹤0.01%
391
-17
1280
$40.5K ﹤0.01%
892
1281
$40.5K ﹤0.01%
172
+127
1282
$40.3K ﹤0.01%
405
-66
1283
$40.3K ﹤0.01%
373
+349
1284
$40.2K ﹤0.01%
1,611
+402
1285
$40.2K ﹤0.01%
3,300
1286
$39.9K ﹤0.01%
600
+352
1287
$39.8K ﹤0.01%
299
+7
1288
$39.8K ﹤0.01%
10,079
+1,981
1289
$39.5K ﹤0.01%
374
+2
1290
$39.4K ﹤0.01%
1,008
1291
$39.3K ﹤0.01%
375
1292
$39.3K ﹤0.01%
939
+928
1293
$39.2K ﹤0.01%
820
+85
1294
$39.1K ﹤0.01%
940
+15
1295
$39.1K ﹤0.01%
1,223
+607
1296
$39K ﹤0.01%
713
+17
1297
$39K ﹤0.01%
1,423
+651
1298
$38.9K ﹤0.01%
1,124
+297
1299
$38.9K ﹤0.01%
4,028
1300
$38.8K ﹤0.01%
847
+512
50 51
52
53 54