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
2201
$6.74K ﹤0.01%
20
+1
2202
$6.73K ﹤0.01%
36
+6
2203
$6.72K ﹤0.01%
339
-240
2204
$6.71K ﹤0.01%
88
-83
2205
$6.7K ﹤0.01%
99
+3
2206
$6.68K ﹤0.01%
964
+99
2207
$6.67K ﹤0.01%
1,527
+836
2208
$6.67K ﹤0.01%
80
+24
2209
$6.66K ﹤0.01%
83
2210
$6.65K ﹤0.01%
+229
2211
$6.65K ﹤0.01%
266
+179
2212
$6.63K ﹤0.01%
278
-211
2213
$6.63K ﹤0.01%
97
+54
2214
$6.61K ﹤0.01%
145
-71
2215
$6.61K ﹤0.01%
327
+1
2216
$6.59K ﹤0.01%
947
+264
2217
$6.58K ﹤0.01%
303
+243
2218
$6.57K ﹤0.01%
120
+10
2219
$6.57K ﹤0.01%
87
2220
$6.55K ﹤0.01%
1,294
-155
2221
$6.54K ﹤0.01%
158
+33
2222
$6.54K ﹤0.01%
751
+1
2223
$6.54K ﹤0.01%
2,179
+4
2224
$6.53K ﹤0.01%
413
+56
2225
$6.52K ﹤0.01%
61
+50
87 88
89
90 91