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
1351
$34.8K ﹤0.01%
441
+125
1352
$34.8K ﹤0.01%
2,385
+512
1353
$34.6K ﹤0.01%
686
+105
1354
$34.5K ﹤0.01%
669
+64
1355
$34.3K ﹤0.01%
81
+77
1356
$34.3K ﹤0.01%
688
-5
1357
$34.3K ﹤0.01%
133
+20
1358
$34.3K ﹤0.01%
31
+5
1359
$34.2K ﹤0.01%
245
+103
1360
$34.2K ﹤0.01%
126
+71
1361
$34.1K ﹤0.01%
527
+124
1362
$34.1K ﹤0.01%
352
-58
1363
$33.8K ﹤0.01%
693
+683
1364
$33.8K ﹤0.01%
3,389
+157
1365
$33.7K ﹤0.01%
574
1366
$33.6K ﹤0.01%
1,130
1367
$33.3K ﹤0.01%
494
+111
1368
$33.3K ﹤0.01%
24,452
+1,952
1369
$33.3K ﹤0.01%
917
+48
1370
$33.2K ﹤0.01%
184
+41
1371
$33.1K ﹤0.01%
9,051
+3,437
1372
$33K ﹤0.01%
1,793
+10
1373
$32.9K ﹤0.01%
213
+102
1374
$32.8K ﹤0.01%
1,992
+662
1375
$32.7K ﹤0.01%
934
+327
53 54
55
56 57