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
1651
$19.1K ﹤0.01%
961
+140
1652
$19.1K ﹤0.01%
549
-25
1653
$19K ﹤0.01%
429
+98
1654
$18.9K ﹤0.01%
772
+24
1655
$18.9K ﹤0.01%
1,065
1656
$18.8K ﹤0.01%
968
1657
$18.8K ﹤0.01%
454
+70
1658
$18.8K ﹤0.01%
522
+503
1659
$18.7K ﹤0.01%
234
+64
1660
$18.7K ﹤0.01%
+433
1661
$18.6K ﹤0.01%
342
+100
1662
$18.6K ﹤0.01%
358
+218
1663
$18.6K ﹤0.01%
1,528
+476
1664
$18.5K ﹤0.01%
124
+65
1665
$18.5K ﹤0.01%
289
+184
1666
$18.5K ﹤0.01%
557
+3
1667
$18.4K ﹤0.01%
2,253
1668
$18.4K ﹤0.01%
+1,390
1669
$18.4K ﹤0.01%
946
-194
1670
$18.4K ﹤0.01%
765
-95
1671
$18.3K ﹤0.01%
1,268
+729
1672
$18.3K ﹤0.01%
714
+515
1673
$18.3K ﹤0.01%
1,950
-518
1674
$18.3K ﹤0.01%
1,976
+765
1675
$18.3K ﹤0.01%
117
-43
65 66
67
68 69