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 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
1526
$24K ﹤0.01%
888
+393
1527
$23.8K ﹤0.01%
722
+194
1528
$23.8K ﹤0.01%
254
+4
1529
$23.5K ﹤0.01%
246
+5
1530
$23.4K ﹤0.01%
261
+198
1531
$23.4K ﹤0.01%
374
-73
1532
$23.4K ﹤0.01%
224
+117
1533
$23.3K ﹤0.01%
427
+163
1534
$23.3K ﹤0.01%
642
+304
1535
$23.3K ﹤0.01%
886
+23
1536
$23.3K ﹤0.01%
532
1537
$23.3K ﹤0.01%
125
+40
1538
$23.2K ﹤0.01%
150
+1
1539
$23.2K ﹤0.01%
564
+209
1540
$23.2K ﹤0.01%
3,112
+682
1541
$23.2K ﹤0.01%
+1,188
1542
$23.1K ﹤0.01%
217
+150
1543
$23.1K ﹤0.01%
119
+38
1544
$23K ﹤0.01%
517
+46
1545
$23K ﹤0.01%
1,342
+152
1546
$23K ﹤0.01%
707
+499
1547
$23K ﹤0.01%
129
+52
1548
$22.9K ﹤0.01%
93
+13
1549
$22.8K ﹤0.01%
116
+78
1550
$22.7K ﹤0.01%
800