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
2151
$7.47K ﹤0.01%
+1,192
2152
$7.46K ﹤0.01%
+418
2153
$7.44K ﹤0.01%
93
-58
2154
$7.42K ﹤0.01%
411
-29
2155
$7.41K ﹤0.01%
106
+6
2156
$7.4K ﹤0.01%
+143
2157
$7.32K ﹤0.01%
36
+17
2158
$7.32K ﹤0.01%
121
-466
2159
$7.32K ﹤0.01%
158
+39
2160
$7.28K ﹤0.01%
175
-114
2161
$7.25K ﹤0.01%
550
+244
2162
$7.2K ﹤0.01%
493
-208
2163
$7.2K ﹤0.01%
+569
2164
$7.19K ﹤0.01%
74
-136
2165
$7.19K ﹤0.01%
108
+53
2166
$7.19K ﹤0.01%
774
+292
2167
$7.19K ﹤0.01%
194
2168
$7.19K ﹤0.01%
512
+132
2169
$7.18K ﹤0.01%
319
+206
2170
$7.16K ﹤0.01%
135
-117
2171
$7.16K ﹤0.01%
58
+25
2172
$7.14K ﹤0.01%
16
+3
2173
$7.13K ﹤0.01%
449
+16
2174
$7.12K ﹤0.01%
177
+31
2175
$7.11K ﹤0.01%
259
+157
85 86
87
88 89