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
601
$232K 0.01%
11,556
+3,703
602
$231K 0.01%
4,577
-49
603
$231K 0.01%
1,744
604
$231K 0.01%
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605
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1,379
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606
$230K 0.01%
11,427
607
$230K 0.01%
1,117
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608
$229K 0.01%
21,145
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609
$228K 0.01%
4,800
+1,563
610
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10,769
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611
$228K 0.01%
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612
$227K 0.01%
593
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613
$224K 0.01%
7,019
+1,969
614
$224K 0.01%
2,118
+1,247
615
$223K 0.01%
1,093
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616
$222K 0.01%
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2,399
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619
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1,448
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620
$220K 0.01%
2,486
621
$219K 0.01%
13,979
+10,302
622
$219K 0.01%
370
+4
623
$219K 0.01%
8,962
624
$217K 0.01%
2,838
+324
625
$216K 0.01%
4,095
+3,978
23 24
25
26 27