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
551
$260K 0.01%
4,572
-19
552
$259K 0.01%
1,104
+9
553
$259K 0.01%
2,705
+8
554
$259K 0.01%
2,905
+22
555
$258K 0.01%
2,799
-152
556
$258K 0.01%
31,970
+24,525
557
$257K 0.01%
2,831
+1,294
558
$255K 0.01%
2,427
+751
559
$255K 0.01%
2,850
+421
560
$253K 0.01%
5,967
-3,425
561
$253K 0.01%
726
+84
562
$252K 0.01%
10,251
+1,203
563
$251K 0.01%
5,074
-12,190
564
$251K 0.01%
5,026
+2,206
565
$251K 0.01%
1,975
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566
$251K 0.01%
972
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567
$251K 0.01%
3,105
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568
$250K 0.01%
2,392
+382
569
$248K 0.01%
3,029
+178
570
$248K 0.01%
897
-54
571
$248K 0.01%
5,454
+67
572
$247K 0.01%
2,456
+826
573
$247K 0.01%
1,037
+982
574
$247K 0.01%
145
+80
575
$246K 0.01%
2,084
-266
21 22
23
24 25