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
1401
$30.7K ﹤0.01%
1,123
-3,843
1402
$30.7K ﹤0.01%
1,830
-1,532
1403
$30.7K ﹤0.01%
560
+132
1404
$30.6K ﹤0.01%
5,951
+2,655
1405
$30.5K ﹤0.01%
224
-1
1406
$30.4K ﹤0.01%
11,424
+329
1407
$30.2K ﹤0.01%
1,376
-42
1408
$30.2K ﹤0.01%
+982
1409
$30.1K ﹤0.01%
142
+4
1410
$30.1K ﹤0.01%
874
-87
1411
$30.1K ﹤0.01%
646
+298
1412
$30.1K ﹤0.01%
3,483
-690
1413
$30.1K ﹤0.01%
988
1414
$30K ﹤0.01%
536
+472
1415
$30K ﹤0.01%
157
+33
1416
$29.9K ﹤0.01%
2,325
+85
1417
$29.8K ﹤0.01%
1,176
+22
1418
$29.8K ﹤0.01%
1,345
-394
1419
$29.8K ﹤0.01%
1,307
+309
1420
$29.8K ﹤0.01%
3,054
+54
1421
$29.7K ﹤0.01%
6,006
+960
1422
$29.7K ﹤0.01%
4,052
+52
1423
$29.7K ﹤0.01%
1,916
-773
1424
$29.7K ﹤0.01%
370
-171
1425
$29.7K ﹤0.01%
157
+131
55 56
57
58 59