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
401
$438K 0.02%
8,468
-860
402
$435K 0.02%
684
+258
403
$432K 0.02%
10,182
+72
404
$430K 0.02%
7,604
+1,015
405
$430K 0.02%
12,947
+366
406
$429K 0.02%
12,465
-6,999
407
$428K 0.02%
3,823
+221
408
$426K 0.02%
18,103
-441
409
$424K 0.02%
13,626
+12,450
410
$419K 0.02%
+9,864
411
$418K 0.02%
19,225
+9,449
412
$416K 0.02%
+4,300
413
$412K 0.02%
4,100
+967
414
$407K 0.02%
1,938
+1,114
415
$406K 0.02%
3,096
+123
416
$405K 0.02%
1,348
+162
417
$405K 0.02%
5,931
+725
418
$404K 0.02%
8,992
+2,633
419
$404K 0.02%
6,867
+958
420
$403K 0.02%
3,484
+3,472
421
$401K 0.02%
13,442
+294
422
$401K 0.02%
12,795
+69
423
$401K 0.02%
2,285
+79
424
$397K 0.02%
1,769
+217
425
$396K 0.02%
1,715
+188
15 16
17
18 19