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
2401
$4.46K ﹤0.01%
+26
2402
$4.46K ﹤0.01%
642
+222
2403
$4.45K ﹤0.01%
26
+13
2404
$4.45K ﹤0.01%
87
+10
2405
$4.45K ﹤0.01%
347
+95
2406
$4.43K ﹤0.01%
230
+5
2407
$4.43K ﹤0.01%
1,746
+1,489
2408
$4.43K ﹤0.01%
143
+100
2409
$4.41K ﹤0.01%
46
-9
2410
$4.4K ﹤0.01%
22
+4
2411
$4.37K ﹤0.01%
+692
2412
$4.37K ﹤0.01%
+183
2413
$4.37K ﹤0.01%
559
+59
2414
$4.35K ﹤0.01%
77
+1
2415
$4.34K ﹤0.01%
240
+131
2416
$4.34K ﹤0.01%
52
-56
2417
$4.33K ﹤0.01%
137
+56
2418
$4.32K ﹤0.01%
100
2419
$4.3K ﹤0.01%
186
+54
2420
$4.28K ﹤0.01%
302
2421
$4.27K ﹤0.01%
200
2422
$4.26K ﹤0.01%
192
+31
2423
$4.23K ﹤0.01%
525
+197
2424
$4.2K ﹤0.01%
+166
2425
$4.18K ﹤0.01%
85
+74
95 96
97
98 99