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
2376
$4.67K ﹤0.01%
118
+56
2377
$4.67K ﹤0.01%
515
-231
2378
$4.64K ﹤0.01%
268
+34
2379
$4.64K ﹤0.01%
142
-24
2380
$4.62K ﹤0.01%
+199
2381
$4.61K ﹤0.01%
397
+281
2382
$4.61K ﹤0.01%
158
-331
2383
$4.61K ﹤0.01%
88
+15
2384
$4.6K ﹤0.01%
88
2385
$4.6K ﹤0.01%
160
-1,127
2386
$4.6K ﹤0.01%
100
2387
$4.59K ﹤0.01%
218
2388
$4.58K ﹤0.01%
133
2389
$4.58K ﹤0.01%
231
+40
2390
$4.58K ﹤0.01%
36
+3
2391
$4.55K ﹤0.01%
137
2392
$4.54K ﹤0.01%
132
+43
2393
$4.54K ﹤0.01%
215
+28
2394
$4.51K ﹤0.01%
1,217
2395
$4.5K ﹤0.01%
164
+97
2396
$4.49K ﹤0.01%
356
-75
2397
$4.48K ﹤0.01%
1,252
2398
$4.48K ﹤0.01%
+51
2399
$4.47K ﹤0.01%
428
-259
2400
$4.46K ﹤0.01%
31
+17
94 95
96
97 98