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
1801
$14.7K ﹤0.01%
1,500
1802
$14.7K ﹤0.01%
5,000
1803
$14.6K ﹤0.01%
217
-66
1804
$14.6K ﹤0.01%
198
+50
1805
$14.6K ﹤0.01%
3,086
1806
$14.6K ﹤0.01%
626
+437
1807
$14.5K ﹤0.01%
275
+100
1808
$14.5K ﹤0.01%
453
-214
1809
$14.4K ﹤0.01%
128
+34
1810
$14.4K ﹤0.01%
681
+134
1811
$14.4K ﹤0.01%
563
+13
1812
$14.3K ﹤0.01%
245
+239
1813
$14.3K ﹤0.01%
191
+147
1814
$14.3K ﹤0.01%
331
+52
1815
$14.3K ﹤0.01%
361
+15
1816
$14.3K ﹤0.01%
36
-5
1817
$14.2K ﹤0.01%
2,057
+2,003
1818
$14.2K ﹤0.01%
7,998
-1,894
1819
$14.1K ﹤0.01%
217
+71
1820
$14.1K ﹤0.01%
162
+134
1821
$14.1K ﹤0.01%
43
+10
1822
$14.1K ﹤0.01%
116
+78
1823
$14.1K ﹤0.01%
413
-171
1824
$14K ﹤0.01%
190
+67
1825
$14K ﹤0.01%
432
-5
71 72
73
74 75