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
851
$119K 0.01%
3,967
+2,782
852
$119K 0.01%
940
+80
853
$119K 0.01%
3,772
854
$118K 0.01%
4,765
-1,702
855
$117K 0.01%
4,111
+507
856
$117K 0.01%
3,098
857
$117K 0.01%
1,719
+5
858
$117K 0.01%
560
+335
859
$117K 0.01%
1,534
+4
860
$116K 0.01%
2,866
+412
861
$116K 0.01%
880
-120
862
$115K 0.01%
2,454
+1,594
863
$114K 0.01%
423
+18
864
$114K 0.01%
753
+196
865
$114K 0.01%
2,807
-460
866
$114K 0.01%
669
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867
$112K 0.01%
375
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868
$111K 0.01%
4,789
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869
$111K 0.01%
3,298
+814
870
$111K 0.01%
551
+99
871
$110K 0.01%
2,300
+30
872
$110K 0.01%
6,807
+1,937
873
$109K 0.01%
1,896
+173
874
$109K 0.01%
3,269
+947
875
$108K 0.01%
2,287
-76
33 34
35
36 37