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
1701
$17.4K ﹤0.01%
697
-178
1702
$17.4K ﹤0.01%
401
+213
1703
$17.4K ﹤0.01%
900
+45
1704
$17.3K ﹤0.01%
+669
1705
$17.3K ﹤0.01%
1,001
+67
1706
$17.3K ﹤0.01%
207
+131
1707
$17.2K ﹤0.01%
+870
1708
$17.2K ﹤0.01%
94
+17
1709
$17.2K ﹤0.01%
896
1710
$17.2K ﹤0.01%
75
+43
1711
$17.1K ﹤0.01%
330
-49
1712
$17.1K ﹤0.01%
325
1713
$17.1K ﹤0.01%
666
+297
1714
$17.1K ﹤0.01%
229
+81
1715
$17K ﹤0.01%
560
+155
1716
$17K ﹤0.01%
129
+54
1717
$17K ﹤0.01%
457
-144
1718
$17K ﹤0.01%
1,435
+369
1719
$16.9K ﹤0.01%
108
+15
1720
$16.9K ﹤0.01%
1,284
-321
1721
$16.9K ﹤0.01%
380
+157
1722
$16.9K ﹤0.01%
576
-15
1723
$16.8K ﹤0.01%
648
+144
1724
$16.8K ﹤0.01%
492
1725
$16.7K ﹤0.01%
312
+90
67 68
69
70 71