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
1576
$21.9K ﹤0.01%
317
+55
1577
$21.8K ﹤0.01%
+442
1578
$21.8K ﹤0.01%
203
+93
1579
$21.8K ﹤0.01%
1,775
-491
1580
$21.8K ﹤0.01%
1,438
-58
1581
$21.7K ﹤0.01%
41
+22
1582
$21.6K ﹤0.01%
236
+22
1583
$21.5K ﹤0.01%
260
+82
1584
$21.5K ﹤0.01%
+226
1585
$21.4K ﹤0.01%
429
-167
1586
$21.4K ﹤0.01%
592
+29
1587
$21.3K ﹤0.01%
449
+249
1588
$21.3K ﹤0.01%
1,626
-379
1589
$21.2K ﹤0.01%
125
+29
1590
$21.2K ﹤0.01%
2,924
+49
1591
$21.1K ﹤0.01%
438
+9
1592
$21.1K ﹤0.01%
446
+388
1593
$21.1K ﹤0.01%
478
+413
1594
$21K ﹤0.01%
345
+6
1595
$21K ﹤0.01%
990
-2,045
1596
$21K ﹤0.01%
615
1597
$20.9K ﹤0.01%
123
+7
1598
$20.9K ﹤0.01%
528
+515
1599
$20.9K ﹤0.01%
106
1600
$20.9K ﹤0.01%
618
-95
62 63
64
65 66