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
151
$1.96M 0.11%
8,410
+4,837
152
$1.94M 0.11%
19,109
+1,242
153
$1.93M 0.11%
6,875
-5,634
154
$1.92M 0.11%
10,818
+1,119
155
$1.89M 0.11%
37,623
-1,997
156
$1.88M 0.11%
21,923
+1,165
157
$1.87M 0.11%
9,462
+1,013
158
$1.86M 0.1%
70,940
+9,131
159
$1.84M 0.1%
36,651
+14,807
160
$1.82M 0.1%
3,606
+719
161
$1.81M 0.1%
40,088
-4,869
162
$1.8M 0.1%
18,683
+4,404
163
$1.79M 0.1%
+22,965
164
$1.76M 0.1%
19,769
+17,454
165
$1.7M 0.1%
23,017
+313
166
$1.7M 0.1%
13,165
-950
167
$1.69M 0.09%
14,614
+1,796
168
$1.69M 0.09%
26,092
-5,410
169
$1.65M 0.09%
13,160
+1,265
170
$1.63M 0.09%
29,467
+441
171
$1.63M 0.09%
59,666
-57,776
172
$1.63M 0.09%
27,664
+8,428
173
$1.62M 0.09%
4,619
+67
174
$1.62M 0.09%
21,491
-417
175
$1.61M 0.09%
64,747
-1,566
5 6
7
8 9