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
251
$940K 0.05%
35,435
+500
252
$939K 0.05%
9,690
+5,184
253
$937K 0.05%
3,243
-82
254
$933K 0.05%
35,433
+7,158
255
$922K 0.05%
+10,404
256
$916K 0.05%
4,017
-95
257
$910K 0.05%
9,397
+2,499
258
$907K 0.05%
+9,125
259
$886K 0.05%
38,211
+2,160
260
$884K 0.05%
30,270
+246
261
$882K 0.05%
+24,735
262
$879K 0.05%
10,367
+204
263
$869K 0.05%
21,723
+5,391
264
$862K 0.05%
13,192
+620
265
$861K 0.05%
16,239
+4,186
266
$856K 0.05%
37,590
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267
$856K 0.05%
4,884
-450
268
$846K 0.05%
7,033
-154
269
$835K 0.05%
2,507
+19
270
$828K 0.05%
10,938
-1,693
271
$827K 0.05%
16,643
+1,537
272
$824K 0.05%
6,398
-262
273
$824K 0.05%
7,436
+125
274
$819K 0.05%
3,637
+66
275
$812K 0.05%
8,091
+55
9 10
11
12 13