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
2226
$6.5K ﹤0.01%
87
-37
2227
$6.49K ﹤0.01%
232
+4
2228
$6.49K ﹤0.01%
112
+104
2229
$6.46K ﹤0.01%
25
2230
$6.45K ﹤0.01%
321
2231
$6.45K ﹤0.01%
1,014
+58
2232
$6.42K ﹤0.01%
56
+30
2233
$6.42K ﹤0.01%
289
+38
2234
$6.38K ﹤0.01%
458
2235
$6.37K ﹤0.01%
+117
2236
$6.35K ﹤0.01%
381
+213
2237
$6.35K ﹤0.01%
125
+115
2238
$6.34K ﹤0.01%
270
2239
$6.33K ﹤0.01%
933
-287
2240
$6.33K ﹤0.01%
165
2241
$6.3K ﹤0.01%
2,092
+194
2242
$6.26K ﹤0.01%
2,564
-1,955
2243
$6.25K ﹤0.01%
134
2244
$6.24K ﹤0.01%
452
+209
2245
$6.23K ﹤0.01%
20
-3
2246
$6.21K ﹤0.01%
147
+12
2247
$6.18K ﹤0.01%
129
2248
$6.17K ﹤0.01%
44
-1
2249
$6.16K ﹤0.01%
52
+7
2250
$6.16K ﹤0.01%
+187
88 89
90
91 92