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
751
$157K 0.01%
2,060
+220
752
$156K 0.01%
7,324
+1,442
753
$156K 0.01%
652
+146
754
$156K 0.01%
2,720
+156
755
$156K 0.01%
1,908
+281
756
$155K 0.01%
12,205
757
$155K 0.01%
5,133
+3,462
758
$154K 0.01%
813
+179
759
$154K 0.01%
9,456
+4,666
760
$152K 0.01%
6,300
+6,003
761
$152K 0.01%
8,000
762
$151K 0.01%
3,267
+286
763
$151K 0.01%
1,783
+1,312
764
$151K 0.01%
3,754
+1,044
765
$150K 0.01%
2,558
-23
766
$149K 0.01%
878
-13
767
$149K 0.01%
1,966
-227
768
$149K 0.01%
2,369
+1,348
769
$149K 0.01%
503
+42
770
$148K 0.01%
3,993
+534
771
$148K 0.01%
3,539
+3,058
772
$148K 0.01%
5,110
+23
773
$148K 0.01%
1,108
+156
774
$148K 0.01%
2,498
775
$147K 0.01%
454
-475
29 30
31
32 33