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
76
$5.27M 0.3%
15,336
-324
77
$5.17M 0.29%
7,456
+6,934
78
$5.15M 0.29%
125,781
79
$4.96M 0.28%
115,740
+16,814
80
$4.85M 0.27%
38,858
-479
81
$4.77M 0.27%
7
82
$4.76M 0.27%
9,321
+1,367
83
$4.76M 0.27%
184,356
+47,280
84
$4.66M 0.26%
71,649
+12,977
85
$4.59M 0.26%
158,304
+6,865
86
$4.52M 0.25%
37,830
-7,995
87
$4.35M 0.24%
49,805
+46,952
88
$4.26M 0.24%
83,819
+8,208
89
$4.24M 0.24%
184,111
-9,565
90
$4.24M 0.24%
149,161
+12,882
91
$4.16M 0.23%
22,870
+320
92
$4.13M 0.23%
25,515
-354
93
$4.02M 0.23%
65,546
+17,975
94
$3.96M 0.22%
44,450
+650
95
$3.81M 0.21%
20,582
+211
96
$3.75M 0.21%
103,256
+962
97
$3.69M 0.21%
31,401
+7,929
98
$3.68M 0.21%
103,583
-1,630
99
$3.63M 0.2%
+86,694
100
$3.6M 0.2%
6,836
+1,608
2 3
4
5 6