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
351
$554K 0.03%
+18,562
352
$551K 0.03%
23,505
-11,882
353
$549K 0.03%
1,032
+13
354
$543K 0.03%
+15,455
355
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8,308
+1,410
356
$536K 0.03%
1,453
-308
357
$535K 0.03%
4,043
+18
358
$529K 0.03%
1,469
+243
359
$524K 0.03%
12,961
+2,514
360
$518K 0.03%
1,341
+32
361
$518K 0.03%
4,010
+493
362
$514K 0.03%
+18,916
363
$512K 0.03%
4,970
-140
364
$509K 0.03%
9,740
+463
365
$506K 0.03%
12,841
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366
$504K 0.03%
8,616
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368
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1,541
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369
$500K 0.03%
531
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370
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1,464
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371
$497K 0.03%
7,976
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372
$496K 0.03%
51,024
+25,060
373
$492K 0.03%
5,763
-3,607
374
$490K 0.03%
3,885
+378
375
$490K 0.03%
2,216
+169
13 14
15
16 17