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
201
$1.33M 0.07%
25,316
+4,590
202
$1.33M 0.07%
2,830
-354
203
$1.32M 0.07%
24,247
+570
204
$1.32M 0.07%
7,908
+1,898
205
$1.3M 0.07%
+13,009
206
$1.3M 0.07%
7,345
+1,268
207
$1.3M 0.07%
27,656
+825
208
$1.28M 0.07%
4,450
+27
209
$1.28M 0.07%
2,248
-108
210
$1.28M 0.07%
46,058
+23,110
211
$1.27M 0.07%
41,605
+4,024
212
$1.25M 0.07%
5,637
-171
213
$1.24M 0.07%
51,549
+9,737
214
$1.21M 0.07%
32,263
-3,567
215
$1.2M 0.07%
+24,172
216
$1.2M 0.07%
10,460
-824
217
$1.19M 0.07%
22,949
-2,203
218
$1.18M 0.07%
29,848
+29,572
219
$1.18M 0.07%
+20,803
220
$1.17M 0.07%
4,430
+3,291
221
$1.17M 0.07%
31,076
+843
222
$1.15M 0.06%
7,507
+485
223
$1.14M 0.06%
2,007
+144
224
$1.13M 0.06%
+26,932
225
$1.12M 0.06%
4,548
+366
7 8
9
10 11