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
26
$14.7M 0.83%
260,683
+128,161
27
$14.5M 0.82%
98,038
-304
28
$13.8M 0.78%
57,463
+253
29
$13.8M 0.77%
23,397
+3,036
30
$13.5M 0.76%
138,124
+2,769
31
$12.5M 0.7%
577,643
+13,388
32
$11.6M 0.65%
29,923
+607
33
$11.3M 0.64%
184,254
+4,583
34
$10.8M 0.61%
56,581
+1,592
35
$10.7M 0.6%
236,561
+13,894
36
$10.6M 0.6%
114,950
+293
37
$10.4M 0.59%
113,680
-3,411
38
$10.2M 0.57%
175,459
+35,141
39
$10.1M 0.57%
115,149
+13,975
40
$10.1M 0.57%
135,270
+36,807
41
$9.83M 0.55%
10,726
+757
42
$9.72M 0.55%
67,141
-105
43
$9.58M 0.54%
16,360
+708
44
$9.4M 0.53%
37,042
-26,165
45
$9.19M 0.52%
20,269
+401
46
$9.13M 0.51%
15,576
+4,135
47
$9.07M 0.51%
52,578
-191
48
$8.84M 0.5%
2,760
+17
49
$8.32M 0.47%
93,392
+4,805
50
$8.27M 0.46%
236,509
+211,571
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