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
2326
$5.2K ﹤0.01%
515
+69
2327
$5.2K ﹤0.01%
74
+16
2328
$5.18K ﹤0.01%
124
-169
2329
$5.15K ﹤0.01%
2,417
+420
2330
$5.13K ﹤0.01%
105
+66
2331
$5.13K ﹤0.01%
111
+36
2332
$5.12K ﹤0.01%
52
2333
$5.09K ﹤0.01%
274
+257
2334
$5.08K ﹤0.01%
112
-138
2335
$5.08K ﹤0.01%
205
+14
2336
$5.08K ﹤0.01%
+139
2337
$5.06K ﹤0.01%
2,582
+1,693
2338
$5.05K ﹤0.01%
144
+71
2339
$5.04K ﹤0.01%
273
-134
2340
$5.04K ﹤0.01%
400
2341
$5.04K ﹤0.01%
47
-34
2342
$5.03K ﹤0.01%
312
+122
2343
$5.03K ﹤0.01%
68
+19
2344
$5K ﹤0.01%
176
+20
2345
$5K ﹤0.01%
64
-3
2346
$4.98K ﹤0.01%
208
-53
2347
$4.98K ﹤0.01%
160
+126
2348
$4.97K ﹤0.01%
125
+98
2349
$4.96K ﹤0.01%
319
+4
2350
$4.96K ﹤0.01%
278
+209
92 93
94
95 96