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
226
$1.12M 0.06%
2,300
-815
227
$1.11M 0.06%
12,215
-484
228
$1.11M 0.06%
1,048
+39
229
$1.1M 0.06%
56,243
+39,202
230
$1.1M 0.06%
21,038
+2,677
231
$1.1M 0.06%
7,618
+138
232
$1.09M 0.06%
21,339
-304
233
$1.09M 0.06%
7,798
+545
234
$1.08M 0.06%
41,465
-1,796
235
$1.07M 0.06%
16,765
-630
236
$1.07M 0.06%
5,042
+335
237
$1.06M 0.06%
3,566
+402
238
$1.06M 0.06%
15,039
+6,412
239
$1.05M 0.06%
861
+9
240
$1.05M 0.06%
2,351
-155
241
$1.04M 0.06%
15,033
+37
242
$1.03M 0.06%
33,915
+2,785
243
$1.02M 0.06%
5,061
+41
244
$1.01M 0.06%
2,748
-2
245
$1.01M 0.06%
16,156
+677
246
$1M 0.06%
9,002
-1,188
247
$995K 0.06%
36,612
+573
248
$984K 0.06%
8,149
-410
249
$973K 0.05%
18,060
-1,014
250
$972K 0.05%
16,427
+2,863
8 9
10
11 12