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
826
$130K 0.01%
866
+615
827
$129K 0.01%
961
+30
828
$129K 0.01%
8,663
+61
829
$129K 0.01%
957
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830
$128K 0.01%
1,093
+370
831
$127K 0.01%
303
-18
832
$126K 0.01%
1,490
+5
833
$126K 0.01%
262
-36
834
$126K 0.01%
5,868
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835
$126K 0.01%
14,703
+7,250
836
$125K 0.01%
3,435
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837
$124K 0.01%
713
-886
838
$124K 0.01%
965
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839
$124K 0.01%
2,012
-99
840
$124K 0.01%
2,319
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841
$123K 0.01%
590
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1,494
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$122K 0.01%
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845
$122K 0.01%
2,473
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$122K 0.01%
479
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847
$121K 0.01%
1,364
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848
$120K 0.01%
2,114
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849
$119K 0.01%
1,791
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850
$119K 0.01%
1,490
+1,262
32 33
34
35 36