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
2026
$9.46K ﹤0.01%
1,040
-407
2027
$9.44K ﹤0.01%
363
+27
2028
$9.39K ﹤0.01%
138
+27
2029
$9.38K ﹤0.01%
2,186
+31
2030
$9.37K ﹤0.01%
146
-33
2031
$9.36K ﹤0.01%
334
-5,467
2032
$9.33K ﹤0.01%
325
2033
$9.32K ﹤0.01%
258
+47
2034
$9.3K ﹤0.01%
+128
2035
$9.29K ﹤0.01%
56
+18
2036
$9.28K ﹤0.01%
503
+283
2037
$9.28K ﹤0.01%
169
+45
2038
$9.26K ﹤0.01%
139
+95
2039
$9.25K ﹤0.01%
195
+28
2040
$9.22K ﹤0.01%
123
-596
2041
$9.2K ﹤0.01%
133
+54
2042
$9.13K ﹤0.01%
258
+56
2043
$9.13K ﹤0.01%
99
+6
2044
$9.11K ﹤0.01%
346
+42
2045
$9.11K ﹤0.01%
232
-21
2046
$9.09K ﹤0.01%
94
+3
2047
$9.07K ﹤0.01%
1,413
-2,641
2048
$9.07K ﹤0.01%
57
+6
2049
$9.04K ﹤0.01%
415
2050
$9.02K ﹤0.01%
28
+20
80 81
82
83 84