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
1326
$37K ﹤0.01%
1,564
+496
1327
$36.8K ﹤0.01%
+548
1328
$36.7K ﹤0.01%
8,294
+243
1329
$36.7K ﹤0.01%
71
+34
1330
$36.6K ﹤0.01%
2,109
+1,188
1331
$36.5K ﹤0.01%
293
+103
1332
$36.3K ﹤0.01%
746
+511
1333
$36.3K ﹤0.01%
379
+86
1334
$36.2K ﹤0.01%
184
+1
1335
$36.1K ﹤0.01%
665
1336
$36K ﹤0.01%
536
+11
1337
$35.7K ﹤0.01%
3,100
-33
1338
$35.7K ﹤0.01%
1,972
-376
1339
$35.7K ﹤0.01%
2,683
+61
1340
$35.7K ﹤0.01%
413
+4
1341
$35.7K ﹤0.01%
245
-15
1342
$35.6K ﹤0.01%
830
-635
1343
$35.5K ﹤0.01%
450
+26
1344
$35.3K ﹤0.01%
932
-1,264
1345
$35.2K ﹤0.01%
205
-11
1346
$35.2K ﹤0.01%
650
+3
1347
$35.2K ﹤0.01%
+1,201
1348
$35.1K ﹤0.01%
1,038
-526
1349
$35.1K ﹤0.01%
1,787
+1,358
1350
$34.9K ﹤0.01%
1,244
-325
52 53
54
55 56