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
2351
$4.96K ﹤0.01%
409
+240
2352
$4.96K ﹤0.01%
419
+79
2353
$4.95K ﹤0.01%
53
2354
$4.95K ﹤0.01%
160
2355
$4.93K ﹤0.01%
115
+62
2356
$4.92K ﹤0.01%
140
-198
2357
$4.92K ﹤0.01%
1,208
2358
$4.9K ﹤0.01%
+915
2359
$4.9K ﹤0.01%
78
+73
2360
$4.89K ﹤0.01%
357
-124
2361
$4.89K ﹤0.01%
97
+52
2362
$4.87K ﹤0.01%
108
+37
2363
$4.87K ﹤0.01%
161
+148
2364
$4.8K ﹤0.01%
351
+146
2365
$4.75K ﹤0.01%
58
+13
2366
$4.75K ﹤0.01%
11
+3
2367
$4.75K ﹤0.01%
84
2368
$4.72K ﹤0.01%
91
+63
2369
$4.72K ﹤0.01%
90
+3
2370
$4.72K ﹤0.01%
150
+49
2371
$4.72K ﹤0.01%
+28
2372
$4.72K ﹤0.01%
+201
2373
$4.71K ﹤0.01%
13
-8
2374
$4.68K ﹤0.01%
204
2375
$4.68K ﹤0.01%
77
+53
93 94
95
96 97