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
1826
$14K ﹤0.01%
1,043
+114
1827
$14K ﹤0.01%
483
+235
1828
$14K ﹤0.01%
522
+8
1829
$14K ﹤0.01%
62
+18
1830
$14K ﹤0.01%
1,456
+622
1831
$14K ﹤0.01%
505
+56
1832
$14K ﹤0.01%
122
+36
1833
$13.9K ﹤0.01%
322
1834
$13.9K ﹤0.01%
587
+218
1835
$13.8K ﹤0.01%
1,512
-128
1836
$13.8K ﹤0.01%
88
+22
1837
$13.8K ﹤0.01%
105
-31
1838
$13.7K ﹤0.01%
+131
1839
$13.7K ﹤0.01%
1,219
+1,191
1840
$13.7K ﹤0.01%
222
+62
1841
$13.7K ﹤0.01%
73
+29
1842
$13.6K ﹤0.01%
65
-283
1843
$13.6K ﹤0.01%
129
+1
1844
$13.6K ﹤0.01%
+181
1845
$13.6K ﹤0.01%
636
+27
1846
$13.6K ﹤0.01%
439
-380
1847
$13.6K ﹤0.01%
1,420
+389
1848
$13.6K ﹤0.01%
96
+47
1849
$13.5K ﹤0.01%
139
-47
1850
$13.5K ﹤0.01%
57
+39
72 73
74
75 76