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
1776
$15.2K ﹤0.01%
214
-28
1777
$15.2K ﹤0.01%
1,754
-334
1778
$15.2K ﹤0.01%
390
-53
1779
$15.2K ﹤0.01%
322
+1
1780
$15.1K ﹤0.01%
723
+546
1781
$15.1K ﹤0.01%
+1,350
1782
$15.1K ﹤0.01%
365
1783
$15.1K ﹤0.01%
178
+58
1784
$15K ﹤0.01%
97
+8
1785
$15K ﹤0.01%
514
-798
1786
$15K ﹤0.01%
430
+81
1787
$15K ﹤0.01%
769
1788
$14.9K ﹤0.01%
37
+20
1789
$14.9K ﹤0.01%
329
+254
1790
$14.9K ﹤0.01%
1,138
+118
1791
$14.9K ﹤0.01%
334
+47
1792
$14.9K ﹤0.01%
655
+195
1793
$14.8K ﹤0.01%
63
1794
$14.8K ﹤0.01%
190
+11
1795
$14.8K ﹤0.01%
378
+96
1796
$14.8K ﹤0.01%
612
+52
1797
$14.8K ﹤0.01%
728
+197
1798
$14.7K ﹤0.01%
456
1799
$14.7K ﹤0.01%
1,239
-484
1800
$14.7K ﹤0.01%
3,613
-658
70 71
72
73 74