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
651
$202K 0.01%
8,547
-1,045
652
$202K 0.01%
3,748
-1,943
653
$201K 0.01%
2,172
+84
654
$200K 0.01%
24,378
+23,156
655
$199K 0.01%
3,781
+420
656
$199K 0.01%
5,475
-437
657
$198K 0.01%
1,614
+1,528
658
$198K 0.01%
1,055
-50
659
$198K 0.01%
3,632
+424
660
$197K 0.01%
712
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661
$197K 0.01%
6,021
+53
662
$197K 0.01%
2,558
+31
663
$196K 0.01%
1,628
+157
664
$195K 0.01%
+1,258
665
$195K 0.01%
2,717
+2,387
666
$194K 0.01%
5,017
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667
$194K 0.01%
4,589
668
$194K 0.01%
7,576
-1,315
669
$192K 0.01%
6,154
-418
670
$192K 0.01%
789
+229
671
$192K 0.01%
+7,857
672
$191K 0.01%
1,642
+255
673
$188K 0.01%
6,455
+3,123
674
$188K 0.01%
1,285
-220
675
$188K 0.01%
414
+98
25 26
27
28 29