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
1951
$10.8K ﹤0.01%
141
+23
1952
$10.8K ﹤0.01%
+457
1953
$10.8K ﹤0.01%
260
+178
1954
$10.7K ﹤0.01%
265
-95
1955
$10.7K ﹤0.01%
465
+34
1956
$10.7K ﹤0.01%
+761
1957
$10.6K ﹤0.01%
486
-85
1958
$10.6K ﹤0.01%
172
+19
1959
$10.6K ﹤0.01%
301
1960
$10.6K ﹤0.01%
84
-20
1961
$10.6K ﹤0.01%
57
+11
1962
$10.5K ﹤0.01%
+300
1963
$10.5K ﹤0.01%
81
+14
1964
$10.5K ﹤0.01%
776
-192
1965
$10.4K ﹤0.01%
500
1966
$10.4K ﹤0.01%
925
1967
$10.4K ﹤0.01%
2,528
-3,222
1968
$10.4K ﹤0.01%
129
-22
1969
$10.4K ﹤0.01%
287
+106
1970
$10.3K ﹤0.01%
813
+4
1971
$10.3K ﹤0.01%
682
+165
1972
$10.3K ﹤0.01%
378
+372
1973
$10.3K ﹤0.01%
+1,000
1974
$10.3K ﹤0.01%
76
-97
1975
$10.3K ﹤0.01%
217
+16
77 78
79
80 81