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
501
$304K 0.02%
3,127
+420
502
$303K 0.02%
7,241
-1,858
503
$301K 0.02%
2,280
+18
504
$297K 0.02%
3,389
-347
505
$297K 0.02%
4,748
-3,614
506
$297K 0.02%
+11,851
507
$297K 0.02%
10,945
+1,297
508
$297K 0.02%
2,895
-504
509
$297K 0.02%
4,967
-408
510
$296K 0.02%
1,167
-151
511
$294K 0.02%
2,771
+1,774
512
$294K 0.02%
4,856
-3,356
513
$294K 0.02%
2,039
-46
514
$291K 0.02%
1,482
+131
515
$291K 0.02%
2,188
+794
516
$290K 0.02%
1,505
+63
517
$290K 0.02%
7,279
+21
518
$288K 0.02%
2,633
+182
519
$286K 0.02%
3,706
+1,562
520
$286K 0.02%
1,262
+491
521
$286K 0.02%
6,158
+5,964
522
$285K 0.02%
5,702
+1,878
523
$284K 0.02%
2,748
+62
524
$283K 0.02%
4,155
+892
525
$283K 0.02%
3,133
+257
19 20
21
22 23