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
801
$140K 0.01%
2,587
+3
802
$139K 0.01%
14,601
+2,747
803
$138K 0.01%
8,991
-1,193
804
$138K 0.01%
13,982
-16,611
805
$138K 0.01%
1,292
-263
806
$137K 0.01%
3,647
+195
807
$137K 0.01%
5,298
+3,074
808
$137K 0.01%
2,381
+703
809
$136K 0.01%
1,840
-2,000
810
$136K 0.01%
6,751
+3,801
811
$135K 0.01%
1,348
+996
812
$135K 0.01%
128
+15
813
$134K 0.01%
941
+226
814
$134K 0.01%
6,054
+141
815
$134K 0.01%
1,449
+1,353
816
$133K 0.01%
11,540
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817
$132K 0.01%
5,714
+3,067
818
$132K 0.01%
+1,336
819
$131K 0.01%
1,815
+812
820
$131K 0.01%
1,995
+5
821
$131K 0.01%
2,142
+227
822
$131K 0.01%
16,645
823
$131K 0.01%
1,314
-16
824
$130K 0.01%
2,756
+134
825
$130K 0.01%
2,132
-30
31 32
33
34 35