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
726
$163K 0.01%
3,172
+56
727
$163K 0.01%
405
-28
728
$163K 0.01%
571
+5
729
$163K 0.01%
3,972
-350
730
$163K 0.01%
4,245
+522
731
$163K 0.01%
694
+91
732
$162K 0.01%
6,683
-259
733
$161K 0.01%
12,569
+296
734
$161K 0.01%
1,419
-920
735
$161K 0.01%
2,041
+238
736
$161K 0.01%
5,505
+250
737
$161K 0.01%
778
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738
$161K 0.01%
7,971
+996
739
$160K 0.01%
4,222
+2,684
740
$160K 0.01%
2,261
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741
$160K 0.01%
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742
$159K 0.01%
872
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$159K 0.01%
7,005
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744
$159K 0.01%
3,633
+364
745
$159K 0.01%
+24,601
746
$159K 0.01%
471
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747
$158K 0.01%
1,018
+28
748
$157K 0.01%
223
+10
749
$157K 0.01%
1,793
+8
750
$157K 0.01%
4,918
-834
28 29
30
31 32