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
51
$8.24M 0.46%
303,212
-887
52
$8.03M 0.45%
49,386
-22
53
$7.92M 0.45%
123,453
+15,543
54
$7.85M 0.44%
32,765
+890
55
$7.77M 0.44%
113,517
+8,721
56
$7.76M 0.44%
48,632
+3,503
57
$7.57M 0.43%
29,063
-408
58
$7.37M 0.41%
220,970
-74,444
59
$7.34M 0.41%
196,084
+8,370
60
$7.16M 0.4%
322,434
+188,939
61
$7M 0.39%
120,256
+54,635
62
$6.96M 0.39%
120,930
+11,672
63
$6.85M 0.38%
277,499
+272,292
64
$6.62M 0.37%
73,288
+3,481
65
$6.58M 0.37%
22,716
-2,848
66
$6.51M 0.37%
873,513
+46,596
67
$6.41M 0.36%
15,956
+299
68
$6.25M 0.35%
69,254
+2,222
69
$6.12M 0.34%
164,758
+9,412
70
$6.12M 0.34%
61,721
+154
71
$6M 0.34%
94,073
+5,377
72
$5.94M 0.33%
175,791
+26,939
73
$5.71M 0.32%
16,685
+167
74
$5.69M 0.32%
18,014
+2,714
75
$5.44M 0.31%
38,931
+309
1 2
3
4 5