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
1851
$13.5K ﹤0.01%
189
+38
1852
$13.4K ﹤0.01%
2,947
-1,210
1853
$13.3K ﹤0.01%
1,336
+36
1854
$13.3K ﹤0.01%
139
+80
1855
$13.3K ﹤0.01%
316
-134
1856
$13.3K ﹤0.01%
416
+10
1857
$13.3K ﹤0.01%
2,436
+1,874
1858
$13.3K ﹤0.01%
476
-32
1859
$13.3K ﹤0.01%
72
+25
1860
$13.3K ﹤0.01%
369
+182
1861
$13.2K ﹤0.01%
382
+2
1862
$13.2K ﹤0.01%
702
+385
1863
$13.1K ﹤0.01%
352
+56
1864
$13.1K ﹤0.01%
223
+21
1865
$13.1K ﹤0.01%
499
-186
1866
$13.1K ﹤0.01%
301
+86
1867
$13.1K ﹤0.01%
37
+4
1868
$13K ﹤0.01%
1,842
1869
$13K ﹤0.01%
137
+38
1870
$12.9K ﹤0.01%
3,912
+2,570
1871
$12.9K ﹤0.01%
1,020
1872
$12.7K ﹤0.01%
119
+47
1873
$12.7K ﹤0.01%
1,226
+684
1874
$12.7K ﹤0.01%
1,302
1875
$12.7K ﹤0.01%
353
+152
73 74
75
76 77