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
426
$396K 0.02%
17,428
-256
427
$395K 0.02%
8,814
+82
428
$394K 0.02%
12,196
+1,705
429
$393K 0.02%
5,936
+2,698
430
$391K 0.02%
3,155
+252
431
$391K 0.02%
+3,268
432
$389K 0.02%
5,936
-286
433
$389K 0.02%
5,129
+3,375
434
$388K 0.02%
3,080
+430
435
$388K 0.02%
4,855
+1,613
436
$386K 0.02%
1,756
+1,001
437
$384K 0.02%
2,168
+70
438
$383K 0.02%
1,534
+28
439
$381K 0.02%
8,874
-3,311
440
$378K 0.02%
601
+51
441
$377K 0.02%
5,358
-1,794
442
$376K 0.02%
2,844
-1,279
443
$374K 0.02%
2,160
-33
444
$374K 0.02%
2,152
+279
445
$372K 0.02%
31,728
+24,138
446
$371K 0.02%
11,118
+704
447
$371K 0.02%
2,078
+503
448
$370K 0.02%
13,321
+4,164
449
$369K 0.02%
9,900
+127
450
$367K 0.02%
13,107
+4,899
16 17
18
19 20