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
2251
$6.14K ﹤0.01%
243
2252
$6.1K ﹤0.01%
658
+543
2253
$6.1K ﹤0.01%
146
+25
2254
$6.07K ﹤0.01%
127
-122
2255
$6.07K ﹤0.01%
166
2256
$6.07K ﹤0.01%
+121
2257
$6.06K ﹤0.01%
320
2258
$6.05K ﹤0.01%
181
-4,361
2259
$6.03K ﹤0.01%
296
-21
2260
$6.03K ﹤0.01%
275
2261
$6.02K ﹤0.01%
125
2262
$6.02K ﹤0.01%
93
+3
2263
$6.01K ﹤0.01%
415
+10
2264
$6.01K ﹤0.01%
1,165
+662
2265
$6K ﹤0.01%
533
+198
2266
$6K ﹤0.01%
+99
2267
$5.99K ﹤0.01%
358
+31
2268
$5.98K ﹤0.01%
275
-167
2269
$5.97K ﹤0.01%
5
-2
2270
$5.96K ﹤0.01%
190
+73
2271
$5.92K ﹤0.01%
157
+143
2272
$5.91K ﹤0.01%
116
+77
2273
$5.91K ﹤0.01%
525
-10
2274
$5.88K ﹤0.01%
117
2275
$5.83K ﹤0.01%
309
+53
89 90
91
92 93