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
776
$147K 0.01%
1,514
-33
777
$147K 0.01%
1,515
+154
778
$147K 0.01%
441
+405
779
$146K 0.01%
1,902
-377
780
$146K 0.01%
864
+641
781
$146K 0.01%
346
+41
782
$146K 0.01%
1,942
+1,565
783
$146K 0.01%
1,205
+90
784
$145K 0.01%
55,302
-1,442
785
$145K 0.01%
1,476
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786
$145K 0.01%
462
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787
$145K 0.01%
1,620
+1,334
788
$144K 0.01%
3,989
+592
789
$144K 0.01%
1,595
+233
790
$144K 0.01%
3,200
+92
791
$144K 0.01%
24,406
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792
$144K 0.01%
5,649
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793
$143K 0.01%
1,448
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794
$143K 0.01%
698
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795
$142K 0.01%
4,453
+4,338
796
$142K 0.01%
4,189
+1,902
797
$142K 0.01%
2,346
+6
798
$141K 0.01%
1,606
-13
799
$141K 0.01%
2,012
+299
800
$141K 0.01%
2,917
-1,227
30 31
32
33 34