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
576
$245K 0.01%
682
+14
577
$245K 0.01%
11,173
+28
578
$244K 0.01%
1,923
+445
579
$243K 0.01%
406
+43
580
$243K 0.01%
4,565
-621
581
$243K 0.01%
+1,563
582
$242K 0.01%
6,365
-1,921
583
$241K 0.01%
1,039
+335
584
$241K 0.01%
2,170
+20
585
$240K 0.01%
4,460
+18
586
$240K 0.01%
4,182
+137
587
$238K 0.01%
1,134
+862
588
$238K 0.01%
1,803
-174
589
$237K 0.01%
8,126
+4,028
590
$237K 0.01%
10,806
+6,458
591
$236K 0.01%
16,318
+14,016
592
$236K 0.01%
1,615
+14
593
$236K 0.01%
2,272
+714
594
$235K 0.01%
3,593
-1,467
595
$234K 0.01%
8,411
+3,123
596
$234K 0.01%
2,480
+1,757
597
$234K 0.01%
3,712
+139
598
$234K 0.01%
2,132
+1,854
599
$233K 0.01%
502
+186
600
$233K 0.01%
4,133
+4,000
22 23
24
25 26