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
1376
$32.5K ﹤0.01%
1,285
+878
1377
$32.4K ﹤0.01%
139
-11
1378
$32.4K ﹤0.01%
350
+101
1379
$32.4K ﹤0.01%
1,020
+35
1380
$32.3K ﹤0.01%
665
-145
1381
$32.3K ﹤0.01%
1,314
-1,348
1382
$32.2K ﹤0.01%
477
+178
1383
$32.1K ﹤0.01%
1,757
+115
1384
$32.1K ﹤0.01%
1,042
-292
1385
$32K ﹤0.01%
2,533
+33
1386
$31.9K ﹤0.01%
576
+570
1387
$31.8K ﹤0.01%
292
+47
1388
$31.7K ﹤0.01%
281
-46
1389
$31.6K ﹤0.01%
1,166
+817
1390
$31.6K ﹤0.01%
137
+127
1391
$31.6K ﹤0.01%
272
+28
1392
$31.3K ﹤0.01%
479
-24
1393
$31.2K ﹤0.01%
165
+17
1394
$31.2K ﹤0.01%
3,856
+573
1395
$31.2K ﹤0.01%
287
+24
1396
$31.1K ﹤0.01%
1,004
+4
1397
$31.1K ﹤0.01%
1,015
+169
1398
$31.1K ﹤0.01%
237
-23
1399
$30.8K ﹤0.01%
2,180
-887
1400
$30.8K ﹤0.01%
838
+19
54 55
56
57 58