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
476
$335K 0.02%
1,519
+298
477
$335K 0.02%
470
-160
478
$335K 0.02%
721
+46
479
$334K 0.02%
9,457
+269
480
$332K 0.02%
1,589
+38
481
$329K 0.02%
18,602
+20
482
$329K 0.02%
702
+28
483
$329K 0.02%
8,970
+7,820
484
$327K 0.02%
7,346
+2,344
485
$326K 0.02%
+11,348
486
$325K 0.02%
5,183
-208
487
$322K 0.02%
1,654
+695
488
$321K 0.02%
1,796
+268
489
$316K 0.02%
3,867
+1,999
490
$315K 0.02%
2,713
+2,074
491
$314K 0.02%
1,952
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492
$313K 0.02%
1,266
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493
$310K 0.02%
5,267
+4,630
494
$309K 0.02%
1,123
+615
495
$309K 0.02%
+6,473
496
$309K 0.02%
1,673
+155
497
$306K 0.02%
3,430
+174
498
$306K 0.02%
4,231
+1,241
499
$305K 0.02%
1,758
+314
500
$305K 0.02%
2,993
-230
18 19
20
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