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
1676
$18.3K ﹤0.01%
+343
1677
$18.2K ﹤0.01%
1,187
+157
1678
$18.2K ﹤0.01%
3,086
+71
1679
$18.2K ﹤0.01%
324
+50
1680
$18.2K ﹤0.01%
805
-44
1681
$18.2K ﹤0.01%
1,190
+748
1682
$18.1K ﹤0.01%
419
+32
1683
$18.1K ﹤0.01%
1,010
+650
1684
$18.1K ﹤0.01%
298
+6
1685
$18.1K ﹤0.01%
+232
1686
$18K ﹤0.01%
750
-780
1687
$18K ﹤0.01%
118
+94
1688
$17.9K ﹤0.01%
894
+344
1689
$17.8K ﹤0.01%
720
-329
1690
$17.8K ﹤0.01%
1,000
-1,500
1691
$17.7K ﹤0.01%
565
-98
1692
$17.6K ﹤0.01%
658
+434
1693
$17.5K ﹤0.01%
149
-123
1694
$17.5K ﹤0.01%
144
+13
1695
$17.5K ﹤0.01%
1,363
-243
1696
$17.5K ﹤0.01%
2,320
-2,926
1697
$17.5K ﹤0.01%
565
1698
$17.5K ﹤0.01%
393
+221
1699
$17.5K ﹤0.01%
208
+91
1700
$17.5K ﹤0.01%
469
+137
66 67
68
69 70