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
451
$366K 0.02%
11,459
+2,057
452
$362K 0.02%
2,514
-604
453
$360K 0.02%
2,567
+48
454
$359K 0.02%
3,702
+135
455
$358K 0.02%
1,953
+939
456
$358K 0.02%
4,252
-1,943
457
$356K 0.02%
1,845
-204
458
$353K 0.02%
99,687
-4,111
459
$352K 0.02%
2,793
-763
460
$350K 0.02%
7,321
+3,060
461
$349K 0.02%
2,029
+107
462
$349K 0.02%
3,783
+72
463
$344K 0.02%
3,253
+2,264
464
$344K 0.02%
1,087
+32
465
$341K 0.02%
1,986
-22
466
$341K 0.02%
1,057
+533
467
$340K 0.02%
3,419
+552
468
$339K 0.02%
6,519
+294
469
$339K 0.02%
744
+26
470
$338K 0.02%
9,412
+5,398
471
$338K 0.02%
2,328
+28
472
$337K 0.02%
3,823
+3
473
$336K 0.02%
+6,801
474
$336K 0.02%
751
+95
475
$336K 0.02%
10,938
+3,126
17 18
19
20 21