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
901
$98.4K 0.01%
1,735
-1,343
902
$98.4K 0.01%
900
-88
903
$98.1K 0.01%
1,158
+38
904
$97.9K 0.01%
416
+93
905
$97.4K 0.01%
452
+170
906
$96.9K 0.01%
1,884
907
$96.9K 0.01%
885
+879
908
$96.8K 0.01%
2,611
+2
909
$96.6K 0.01%
883
+411
910
$96.5K 0.01%
1,304
+282
911
$96.5K 0.01%
25,000
912
$96.3K 0.01%
2,291
-349
913
$96.3K 0.01%
6,700
914
$96.3K 0.01%
1,690
-208
915
$96.2K 0.01%
847
+108
916
$96K 0.01%
1,585
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917
$95.6K 0.01%
6,408
+2,670
918
$95.5K 0.01%
2,368
919
$95.4K 0.01%
998
+5
920
$95.2K 0.01%
1,729
+288
921
$95K 0.01%
4,056
+401
922
$94.8K 0.01%
560
-1,728
923
$94.3K 0.01%
2,086
+786
924
$94.3K 0.01%
777
+31
925
$94.2K 0.01%
2,639
-132
35 36
37
38 39