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
101
$3.56M 0.2%
143,303
+63,132
102
$3.52M 0.2%
21,485
+5,754
103
$3.47M 0.2%
27,222
+3,037
104
$3.45M 0.19%
88,750
-4,793
105
$3.45M 0.19%
126,153
-53,538
106
$3.44M 0.19%
47,398
+389
107
$3.43M 0.19%
78,008
+2,173
108
$3.41M 0.19%
31,721
+1,115
109
$3.36M 0.19%
16,958
+3,056
110
$3.35M 0.19%
91,086
+4,524
111
$3.3M 0.19%
7,782
+131
112
$3.17M 0.18%
86,583
+16,673
113
$3.12M 0.18%
4,043
+248
114
$3.09M 0.17%
55,827
+27,989
115
$3.07M 0.17%
55,128
-608
116
$2.89M 0.16%
44,408
+2,538
117
$2.84M 0.16%
4,951
+119
118
$2.7M 0.15%
+44,697
119
$2.65M 0.15%
31,265
-670
120
$2.61M 0.15%
15,582
+775
121
$2.57M 0.14%
17,783
-1,338
122
$2.56M 0.14%
8,821
+308
123
$2.55M 0.14%
65,397
+5,271
124
$2.48M 0.14%
7,428
+1,072
125
$2.48M 0.14%
50,738
-1,527
3 4
5
6 7