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
1601
$20.7K ﹤0.01%
+837
1602
$20.7K ﹤0.01%
220
+13
1603
$20.6K ﹤0.01%
534
+1
1604
$20.6K ﹤0.01%
135
+85
1605
$20.6K ﹤0.01%
2,925
1606
$20.5K ﹤0.01%
111
+13
1607
$20.5K ﹤0.01%
1,032
+307
1608
$20.5K ﹤0.01%
2,287
-647
1609
$20.5K ﹤0.01%
1,804
+358
1610
$20.4K ﹤0.01%
2,805
-276
1611
$20.4K ﹤0.01%
597
+215
1612
$20.4K ﹤0.01%
424
+94
1613
$20.4K ﹤0.01%
1,062
+725
1614
$20.4K ﹤0.01%
880
-404
1615
$20.4K ﹤0.01%
494
+119
1616
$20.3K ﹤0.01%
4,307
+1,205
1617
$20.2K ﹤0.01%
1,033
-332
1618
$20.1K ﹤0.01%
121
+56
1619
$20.1K ﹤0.01%
587
+151
1620
$20.1K ﹤0.01%
1,642
+531
1621
$20K ﹤0.01%
244
+23
1622
$19.9K ﹤0.01%
1,145
-181
1623
$19.9K ﹤0.01%
210
-21
1624
$19.9K ﹤0.01%
2,000
-1,000
1625
$19.8K ﹤0.01%
140
+62
63 64
65
66 67