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
2126
$7.9K ﹤0.01%
312
+17
2127
$7.88K ﹤0.01%
157
-29
2128
$7.88K ﹤0.01%
177
-6
2129
$7.87K ﹤0.01%
750
+178
2130
$7.84K ﹤0.01%
506
-402
2131
$7.82K ﹤0.01%
269
-640
2132
$7.81K ﹤0.01%
182
+156
2133
$7.81K ﹤0.01%
542
-221
2134
$7.81K ﹤0.01%
78
+28
2135
$7.8K ﹤0.01%
659
+34
2136
$7.71K ﹤0.01%
100
2137
$7.7K ﹤0.01%
117
2138
$7.68K ﹤0.01%
377
2139
$7.68K ﹤0.01%
150
-23
2140
$7.67K ﹤0.01%
+188
2141
$7.66K ﹤0.01%
183
+14
2142
$7.62K ﹤0.01%
+219
2143
$7.62K ﹤0.01%
2,032
+1,037
2144
$7.61K ﹤0.01%
344
+30
2145
$7.59K ﹤0.01%
58
+32
2146
$7.57K ﹤0.01%
178
+35
2147
$7.56K ﹤0.01%
200
2148
$7.52K ﹤0.01%
31
+5
2149
$7.5K ﹤0.01%
+216
2150
$7.5K ﹤0.01%
46
+31
84 85
86
87 88