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
126
$2.46M 0.14%
20,369
+759
127
$2.45M 0.14%
14,727
+426
128
$2.38M 0.13%
38,223
+1,344
129
$2.37M 0.13%
45,163
+5,102
130
$2.37M 0.13%
93,918
+20,252
131
$2.37M 0.13%
9,782
+1,061
132
$2.33M 0.13%
10,134
+72
133
$2.32M 0.13%
20,500
-5,423
134
$2.26M 0.13%
134,868
+3,149
135
$2.26M 0.13%
27,468
+550
136
$2.25M 0.13%
13,727
+552
137
$2.22M 0.12%
50,538
+247
138
$2.15M 0.12%
20,376
+6,607
139
$2.13M 0.12%
4,500
+391
140
$2.11M 0.12%
15,974
-12,475
141
$2.11M 0.12%
19,802
-802
142
$2.09M 0.12%
20,199
-788
143
$2.06M 0.12%
17,996
+20
144
$2.06M 0.12%
38,808
+1,766
145
$2.06M 0.12%
25,622
+3,518
146
$2.05M 0.12%
58,052
-636
147
$2.03M 0.11%
78,482
+13,530
148
$2.02M 0.11%
15,963
-1,395
149
$2M 0.11%
25,405
+25,215
150
$2M 0.11%
29,769
+21,873
4 5
6
7 8