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
2101
$8.24K ﹤0.01%
106
+55
2102
$8.21K ﹤0.01%
206
+11
2103
$8.2K ﹤0.01%
450
-53
2104
$8.16K ﹤0.01%
476
+255
2105
$8.15K ﹤0.01%
+172
2106
$8.12K ﹤0.01%
148
+12
2107
$8.1K ﹤0.01%
56
2108
$8.09K ﹤0.01%
717
-34
2109
$8.07K ﹤0.01%
175
+25
2110
$8.03K ﹤0.01%
504
-689
2111
$8.02K ﹤0.01%
125
+36
2112
$8.02K ﹤0.01%
89
2113
$8.01K ﹤0.01%
223
-34
2114
$8K ﹤0.01%
111
-102
2115
$7.99K ﹤0.01%
237
+14
2116
$7.98K ﹤0.01%
1,070
-112
2117
$7.97K ﹤0.01%
511
+9
2118
$7.97K ﹤0.01%
530
+340
2119
$7.96K ﹤0.01%
130
-176
2120
$7.95K ﹤0.01%
94
-4
2121
$7.95K ﹤0.01%
130
2122
$7.94K ﹤0.01%
326
+182
2123
$7.94K ﹤0.01%
469
+240
2124
$7.93K ﹤0.01%
105
2125
$7.91K ﹤0.01%
80
83 84
85
86 87