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
1751
$15.8K ﹤0.01%
122
+54
1752
$15.8K ﹤0.01%
214
+36
1753
$15.8K ﹤0.01%
197
+160
1754
$15.7K ﹤0.01%
145
+132
1755
$15.7K ﹤0.01%
303
+256
1756
$15.7K ﹤0.01%
456
1757
$15.7K ﹤0.01%
5,436
-5,012
1758
$15.6K ﹤0.01%
87
+16
1759
$15.6K ﹤0.01%
+220
1760
$15.5K ﹤0.01%
164
-25
1761
$15.5K ﹤0.01%
1,800
1762
$15.5K ﹤0.01%
573
+221
1763
$15.5K ﹤0.01%
719
+92
1764
$15.4K ﹤0.01%
253
-28
1765
$15.4K ﹤0.01%
236
+78
1766
$15.4K ﹤0.01%
368
-400
1767
$15.4K ﹤0.01%
1,891
-13
1768
$15.4K ﹤0.01%
1,647
+1,066
1769
$15.3K ﹤0.01%
607
+26
1770
$15.3K ﹤0.01%
458
+12
1771
$15.3K ﹤0.01%
1,105
-248
1772
$15.3K ﹤0.01%
2,108
+44
1773
$15.2K ﹤0.01%
113
+5
1774
$15.2K ﹤0.01%
115
+103
1775
$15.2K ﹤0.01%
598
+10
69 70
71
72 73