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
326
$621K 0.03%
24,145
-1,986
327
$621K 0.03%
2,248
+312
328
$621K 0.03%
3,056
+343
329
$619K 0.03%
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330
$614K 0.03%
13,244
+4,938
331
$612K 0.03%
25,252
+126
332
$602K 0.03%
7,620
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333
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2,116
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334
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9,385
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335
$598K 0.03%
1,619
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336
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4,204
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337
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7,262
+1,120
338
$592K 0.03%
9,820
-2,311
339
$588K 0.03%
17,954
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340
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6,297
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341
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2,723
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344
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22,160
-4,034
345
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3,831
-326
346
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13,062
+35
347
$562K 0.03%
4,934
+239
348
$562K 0.03%
1,129
+481
349
$562K 0.03%
892
-239
350
$560K 0.03%
2,440
+834
12 13
14
15 16