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
2076
$8.6K ﹤0.01%
+1,008
2077
$8.58K ﹤0.01%
234
+18
2078
$8.58K ﹤0.01%
266
+4
2079
$8.55K ﹤0.01%
2,000
2080
$8.55K ﹤0.01%
385
+222
2081
$8.52K ﹤0.01%
85
+10
2082
$8.52K ﹤0.01%
96
+58
2083
$8.5K ﹤0.01%
160
-167
2084
$8.5K ﹤0.01%
99
2085
$8.46K ﹤0.01%
135
+90
2086
$8.46K ﹤0.01%
786
2087
$8.45K ﹤0.01%
73
+11
2088
$8.44K ﹤0.01%
57
+4
2089
$8.42K ﹤0.01%
2,462
+817
2090
$8.38K ﹤0.01%
235
+149
2091
$8.37K ﹤0.01%
39
+6
2092
$8.36K ﹤0.01%
144
+36
2093
$8.36K ﹤0.01%
176
+115
2094
$8.36K ﹤0.01%
38
+9
2095
$8.35K ﹤0.01%
335
-411
2096
$8.33K ﹤0.01%
135
+28
2097
$8.33K ﹤0.01%
46
+14
2098
$8.27K ﹤0.01%
283
2099
$8.26K ﹤0.01%
1,183
-1,221
2100
$8.26K ﹤0.01%
142
+35
82 83
84
85 86