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
1626
$19.7K ﹤0.01%
443
+219
1627
$19.7K ﹤0.01%
276
+18
1628
$19.7K ﹤0.01%
190
+50
1629
$19.6K ﹤0.01%
2,444
-409
1630
$19.6K ﹤0.01%
618
+238
1631
$19.6K ﹤0.01%
496
-273
1632
$19.6K ﹤0.01%
179
-16
1633
$19.6K ﹤0.01%
2,492
-1,342
1634
$19.6K ﹤0.01%
185
+121
1635
$19.6K ﹤0.01%
1,936
+198
1636
$19.5K ﹤0.01%
3,120
-2,596
1637
$19.5K ﹤0.01%
746
-15
1638
$19.5K ﹤0.01%
180
+70
1639
$19.4K ﹤0.01%
10
+1
1640
$19.4K ﹤0.01%
271
+184
1641
$19.3K ﹤0.01%
861
-52
1642
$19.3K ﹤0.01%
400
1643
$19.3K ﹤0.01%
248
+88
1644
$19.3K ﹤0.01%
1,509
-184
1645
$19.2K ﹤0.01%
728
-2
1646
$19.1K ﹤0.01%
462
+22
1647
$19.1K ﹤0.01%
111
-1
1648
$19.1K ﹤0.01%
102
+10
1649
$19.1K ﹤0.01%
1,054
+70
1650
$19.1K ﹤0.01%
674
-34
64 65
66
67 68