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
1301
$38.7K ﹤0.01%
1,197
+6
1302
$38.7K ﹤0.01%
+732
1303
$38.7K ﹤0.01%
1,618
+734
1304
$38.6K ﹤0.01%
148
+21
1305
$38.5K ﹤0.01%
1,505
+6
1306
$38.4K ﹤0.01%
349
+85
1307
$38.3K ﹤0.01%
1,615
-317
1308
$38.2K ﹤0.01%
91
+26
1309
$37.9K ﹤0.01%
690
+669
1310
$37.9K ﹤0.01%
484
+76
1311
$37.8K ﹤0.01%
695
+165
1312
$37.8K ﹤0.01%
2,974
+1,742
1313
$37.8K ﹤0.01%
2,990
1314
$37.7K ﹤0.01%
978
+21
1315
$37.6K ﹤0.01%
1,019
1316
$37.6K ﹤0.01%
2,461
1317
$37.5K ﹤0.01%
880
-291
1318
$37.4K ﹤0.01%
154
1319
$37.3K ﹤0.01%
516
+47
1320
$37.3K ﹤0.01%
1,177
-228
1321
$37.3K ﹤0.01%
771
+670
1322
$37.2K ﹤0.01%
211
-174
1323
$37.1K ﹤0.01%
12,099
-8,524
1324
$37K ﹤0.01%
224
+64
1325
$37K ﹤0.01%
197
+87
51 52
53
54 55