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
2176
$7.1K ﹤0.01%
300
2177
$7.1K ﹤0.01%
+33
2178
$7.04K ﹤0.01%
113
-3
2179
$7.04K ﹤0.01%
52
+46
2180
$7.02K ﹤0.01%
410
+86
2181
$7.01K ﹤0.01%
227
-2
2182
$7K ﹤0.01%
167
2183
$6.94K ﹤0.01%
385
+251
2184
$6.93K ﹤0.01%
183
+53
2185
$6.92K ﹤0.01%
294
+73
2186
$6.91K ﹤0.01%
906
+363
2187
$6.91K ﹤0.01%
317
+78
2188
$6.89K ﹤0.01%
187
+7
2189
$6.88K ﹤0.01%
23
+9
2190
$6.88K ﹤0.01%
191
+16
2191
$6.83K ﹤0.01%
162
+1
2192
$6.8K ﹤0.01%
286
2193
$6.8K ﹤0.01%
100
2194
$6.79K ﹤0.01%
1,237
2195
$6.79K ﹤0.01%
176
+72
2196
$6.78K ﹤0.01%
922
+884
2197
$6.77K ﹤0.01%
172
-1,308
2198
$6.76K ﹤0.01%
+372
2199
$6.75K ﹤0.01%
184
-39
2200
$6.74K ﹤0.01%
1,373
-1,896
86 87
88
89 90