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
1926
$11.2K ﹤0.01%
726
+80
1927
$11.2K ﹤0.01%
90
+17
1928
$11.2K ﹤0.01%
265
+15
1929
$11.2K ﹤0.01%
436
+36
1930
$11.2K ﹤0.01%
89
+4
1931
$11.1K ﹤0.01%
206
+3
1932
$11.1K ﹤0.01%
1,608
+1,069
1933
$11.1K ﹤0.01%
326
-23
1934
$11.1K ﹤0.01%
470
+3
1935
$11K ﹤0.01%
4,195
+151
1936
$11K ﹤0.01%
119
+46
1937
$11K ﹤0.01%
1,296
+187
1938
$11K ﹤0.01%
662
1939
$11K ﹤0.01%
832
+206
1940
$10.9K ﹤0.01%
72
+33
1941
$10.9K ﹤0.01%
1,157
-638
1942
$10.9K ﹤0.01%
670
+475
1943
$10.9K ﹤0.01%
278
+83
1944
$10.9K ﹤0.01%
628
+54
1945
$10.9K ﹤0.01%
587
-245
1946
$10.9K ﹤0.01%
397
+217
1947
$10.9K ﹤0.01%
110
1948
$10.8K ﹤0.01%
65
-29
1949
$10.8K ﹤0.01%
377
+1
1950
$10.8K ﹤0.01%
146
-124
76 77
78
79 80