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
2276
$5.83K ﹤0.01%
1,310
-10,191
2277
$5.79K ﹤0.01%
491
+268
2278
$5.76K ﹤0.01%
317
-62
2279
$5.75K ﹤0.01%
238
+79
2280
$5.73K ﹤0.01%
247
+207
2281
$5.73K ﹤0.01%
54
+29
2282
$5.72K ﹤0.01%
64
-50
2283
$5.7K ﹤0.01%
83
-300
2284
$5.69K ﹤0.01%
167
-11
2285
$5.68K ﹤0.01%
325
-48
2286
$5.65K ﹤0.01%
121
+107
2287
$5.63K ﹤0.01%
216
+75
2288
$5.63K ﹤0.01%
447
+84
2289
$5.62K ﹤0.01%
39
2290
$5.61K ﹤0.01%
54
-4
2291
$5.6K ﹤0.01%
179
-11
2292
$5.56K ﹤0.01%
185
2293
$5.55K ﹤0.01%
18
-1
2294
$5.55K ﹤0.01%
+66
2295
$5.53K ﹤0.01%
258
2296
$5.51K ﹤0.01%
+501
2297
$5.49K ﹤0.01%
360
+60
2298
$5.49K ﹤0.01%
201
-304
2299
$5.47K ﹤0.01%
750
-181
2300
$5.47K ﹤0.01%
33
-19
90 91
92
93 94