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
1451
$28.3K ﹤0.01%
351
+1
1452
$28.2K ﹤0.01%
1,650
1453
$28.2K ﹤0.01%
1,186
+20
1454
$28.2K ﹤0.01%
883
+147
1455
$28.2K ﹤0.01%
+1,845
1456
$28K ﹤0.01%
280
-22
1457
$27.9K ﹤0.01%
+171
1458
$27.9K ﹤0.01%
93
+89
1459
$27.9K ﹤0.01%
2,195
1460
$27.8K ﹤0.01%
203
+26
1461
$27.8K ﹤0.01%
886
+99
1462
$27.7K ﹤0.01%
660
+14
1463
$27.7K ﹤0.01%
492
+256
1464
$27.6K ﹤0.01%
1,750
1465
$27.6K ﹤0.01%
102
+40
1466
$27.6K ﹤0.01%
16
-31
1467
$27.6K ﹤0.01%
+843
1468
$27.5K ﹤0.01%
414
+129
1469
$27.4K ﹤0.01%
1,543
+926
1470
$27.2K ﹤0.01%
681
-1,982
1471
$27.2K ﹤0.01%
749
-33
1472
$27.2K ﹤0.01%
325
+4
1473
$27.1K ﹤0.01%
365
-280
1474
$27.1K ﹤0.01%
346
+92
1475
$27.1K ﹤0.01%
1,174
+796
57 58
59
60 61