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
526
$281K 0.02%
1,253
+660
527
$280K 0.02%
7,302
+7,135
528
$279K 0.02%
2,701
+248
529
$279K 0.02%
1,217
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530
$279K 0.02%
9,423
-4,004
531
$278K 0.02%
20,952
+16,418
532
$277K 0.02%
1,116
-303
533
$275K 0.02%
477
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534
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5,128
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535
$274K 0.02%
914
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536
$273K 0.02%
1,825
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537
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1,663
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538
$270K 0.02%
3,890
+462
539
$267K 0.02%
2,881
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540
$265K 0.01%
209
+31
541
$265K 0.01%
559
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$264K 0.01%
498
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2,112
-18
544
$262K 0.01%
1,456
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545
$262K 0.01%
10,355
546
$262K 0.01%
4,790
+4,614
547
$261K 0.01%
601
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548
$261K 0.01%
5,650
+4,196
549
$261K 0.01%
9,535
-31
550
$260K 0.01%
891
+128
20 21
22
23 24