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
1726
$16.6K ﹤0.01%
6,232
+87
1727
$16.6K ﹤0.01%
289
-145
1728
$16.6K ﹤0.01%
216
-168
1729
$16.6K ﹤0.01%
107
+9
1730
$16.6K ﹤0.01%
184
-46
1731
$16.4K ﹤0.01%
191
-174
1732
$16.4K ﹤0.01%
716
-45
1733
$16.4K ﹤0.01%
620
+220
1734
$16.4K ﹤0.01%
944
+848
1735
$16.4K ﹤0.01%
468
+230
1736
$16.4K ﹤0.01%
161
-28
1737
$16.3K ﹤0.01%
584
-199
1738
$16.3K ﹤0.01%
423
-91
1739
$16.3K ﹤0.01%
4,928
+528
1740
$16.3K ﹤0.01%
1,453
-30
1741
$16.2K ﹤0.01%
594
1742
$16.2K ﹤0.01%
535
+350
1743
$16.2K ﹤0.01%
1,148
+516
1744
$16.1K ﹤0.01%
157
+44
1745
$16.1K ﹤0.01%
308
+155
1746
$16K ﹤0.01%
4,375
-52
1747
$16K ﹤0.01%
870
+571
1748
$15.9K ﹤0.01%
85
+19
1749
$15.9K ﹤0.01%
279
+3
1750
$15.9K ﹤0.01%
1,200
68 69
70
71 72