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
2301
$5.45K ﹤0.01%
55
+5
2302
$5.43K ﹤0.01%
321
+30
2303
$5.43K ﹤0.01%
64
-46
2304
$5.42K ﹤0.01%
146
-124
2305
$5.42K ﹤0.01%
140
+80
2306
$5.41K ﹤0.01%
+180
2307
$5.41K ﹤0.01%
764
+172
2308
$5.4K ﹤0.01%
108
-26
2309
$5.37K ﹤0.01%
212
+181
2310
$5.36K ﹤0.01%
+58
2311
$5.36K ﹤0.01%
224
+68
2312
$5.35K ﹤0.01%
49
+2
2313
$5.32K ﹤0.01%
776
-593
2314
$5.31K ﹤0.01%
164
+3
2315
$5.31K ﹤0.01%
176
2316
$5.31K ﹤0.01%
275
2317
$5.29K ﹤0.01%
24
+5
2318
$5.29K ﹤0.01%
+35
2319
$5.27K ﹤0.01%
565
-475
2320
$5.26K ﹤0.01%
57
+46
2321
$5.25K ﹤0.01%
927
+218
2322
$5.25K ﹤0.01%
857
+175
2323
$5.24K ﹤0.01%
148
+125
2324
$5.21K ﹤0.01%
71
+19
2325
$5.21K ﹤0.01%
+154
91 92
93
94 95