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
1551
$22.7K ﹤0.01%
2,109
-683
1552
$22.7K ﹤0.01%
208
+5
1553
$22.7K ﹤0.01%
393
+217
1554
$22.6K ﹤0.01%
300
+46
1555
$22.6K ﹤0.01%
1,061
1556
$22.6K ﹤0.01%
427
-238
1557
$22.5K ﹤0.01%
1,206
-169
1558
$22.5K ﹤0.01%
252
-86
1559
$22.4K ﹤0.01%
+339
1560
$22.4K ﹤0.01%
1,180
+1,056
1561
$22.4K ﹤0.01%
69
+40
1562
$22.3K ﹤0.01%
1,239
-728
1563
$22.3K ﹤0.01%
797
+515
1564
$22.2K ﹤0.01%
468
-182
1565
$22.2K ﹤0.01%
300
+37
1566
$22.1K ﹤0.01%
461
+218
1567
$22.1K ﹤0.01%
+863
1568
$22K ﹤0.01%
+133
1569
$21.9K ﹤0.01%
+620
1570
$21.9K ﹤0.01%
1,405
+1,304
1571
$21.9K ﹤0.01%
511
+20
1572
$21.9K ﹤0.01%
125
+110
1573
$21.9K ﹤0.01%
3,133
+244
1574
$21.9K ﹤0.01%
+1,697
1575
$21.9K ﹤0.01%
2,692
+127
61 62
63
64 65