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
876
$108K 0.01%
587
+45
877
$108K 0.01%
1,237
+1,217
878
$107K 0.01%
2,807
-2,155
879
$107K 0.01%
1,054
+213
880
$107K 0.01%
5,022
+249
881
$107K 0.01%
5,275
+212
882
$107K 0.01%
5,839
+429
883
$106K 0.01%
798
+132
884
$106K 0.01%
11,995
+1,110
885
$106K 0.01%
3,101
+6
886
$105K 0.01%
2,476
-1,564
887
$105K 0.01%
4,112
+818
888
$103K 0.01%
2,601
+5
889
$103K 0.01%
2,822
+135
890
$103K 0.01%
2,592
+300
891
$101K 0.01%
48
-21
892
$101K 0.01%
1,052
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893
$101K 0.01%
1,246
-168
894
$101K 0.01%
536
895
$100K 0.01%
1,067
+96
896
$99.5K 0.01%
1,295
+259
897
$99.5K 0.01%
478
-184
898
$99.4K 0.01%
700
-67
899
$99.1K 0.01%
2,129
-27
900
$98.6K 0.01%
991
+819
34 35
36
37 38