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
2426
$4.17K ﹤0.01%
51
+26
2427
$4.16K ﹤0.01%
420
+297
2428
$4.16K ﹤0.01%
60
-23
2429
$4.15K ﹤0.01%
388
+17
2430
$4.15K ﹤0.01%
+69
2431
$4.14K ﹤0.01%
698
-1,280
2432
$4.13K ﹤0.01%
190
+5
2433
$4.12K ﹤0.01%
+190
2434
$4.1K ﹤0.01%
257
+7
2435
$4.1K ﹤0.01%
595
+434
2436
$4.09K ﹤0.01%
326
+78
2437
$4.08K ﹤0.01%
592
+563
2438
$4.06K ﹤0.01%
+163
2439
$4.06K ﹤0.01%
158
+12
2440
$4.05K ﹤0.01%
34
+16
2441
$4.04K ﹤0.01%
134
+11
2442
$4.03K ﹤0.01%
523
+2
2443
$4.02K ﹤0.01%
36
+15
2444
$4.02K ﹤0.01%
213
+186
2445
$4.01K ﹤0.01%
128
+88
2446
$4.01K ﹤0.01%
220
+70
2447
$4K ﹤0.01%
+85
2448
$3.96K ﹤0.01%
432
+134
2449
$3.93K ﹤0.01%
+39
2450
$3.92K ﹤0.01%
68
+63
96 97
98
99 100