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
1876
$12.6K ﹤0.01%
104
+11
1877
$12.6K ﹤0.01%
+433
1878
$12.6K ﹤0.01%
2,121
+4
1879
$12.6K ﹤0.01%
406
-7
1880
$12.5K ﹤0.01%
110
1881
$12.5K ﹤0.01%
193
+13
1882
$12.5K ﹤0.01%
180
+103
1883
$12.5K ﹤0.01%
533
+237
1884
$12.5K ﹤0.01%
1,384
1885
$12.4K ﹤0.01%
30
+6
1886
$12.3K ﹤0.01%
98
+25
1887
$12.3K ﹤0.01%
531
-188
1888
$12.3K ﹤0.01%
745
-360
1889
$12.3K ﹤0.01%
70
-26
1890
$12.2K ﹤0.01%
612
+9
1891
$12.2K ﹤0.01%
2,376
+429
1892
$12.1K ﹤0.01%
331
+168
1893
$12K ﹤0.01%
400
+3
1894
$12K ﹤0.01%
318
+46
1895
$12K ﹤0.01%
733
+82
1896
$12K ﹤0.01%
76
+29
1897
$12K ﹤0.01%
221
1898
$11.9K ﹤0.01%
120
+37
1899
$11.9K ﹤0.01%
1,462
-4,776
1900
$11.8K ﹤0.01%
674
+49
74 75
76
77 78