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
176
$1.6M 0.09%
14,949
+14,403
177
$1.59M 0.09%
13,825
+2,508
178
$1.59M 0.09%
+68,136
179
$1.58M 0.09%
19,430
+1,054
180
$1.57M 0.09%
18,471
+627
181
$1.56M 0.09%
32,342
+8,940
182
$1.56M 0.09%
4,294
+458
183
$1.55M 0.09%
21,574
+11,246
184
$1.52M 0.09%
21,572
+855
185
$1.51M 0.09%
7,974
+5,658
186
$1.51M 0.08%
36,529
+2,426
187
$1.5M 0.08%
12,995
+1,453
188
$1.5M 0.08%
57,920
+16,120
189
$1.48M 0.08%
57,981
+38,542
190
$1.48M 0.08%
5,826
-299
191
$1.45M 0.08%
35,762
+8,512
192
$1.44M 0.08%
3,445
+167
193
$1.44M 0.08%
9,454
+431
194
$1.43M 0.08%
13,548
+4,627
195
$1.4M 0.08%
28,260
-3,874
196
$1.39M 0.08%
7,794
-177
197
$1.38M 0.08%
12,852
+946
198
$1.36M 0.08%
31,460
+31,110
199
$1.36M 0.08%
13,637
-15,168
200
$1.35M 0.08%
+8,030
6 7
8
9 10