EWA

EverSource Wealth Advisors Portfolio holdings

AUM $2.21B
1-Year Est. Return 22.38%
This Quarter Est. Return
1 Year Est. Return
+22.38%
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
1
$67.8M 3.81%
165,245
+5,509
2
$57.6M 3.24%
1,203,522
+71,638
3
$54.2M 3.05%
320,022
+30,037
4
$53.6M 3.01%
213,909
+9,962
5
$34M 1.91%
687,728
+29,300
6
$30.5M 1.71%
56,540
+13,320
7
$29.7M 1.67%
73,571
+287
8
$28.7M 1.61%
314,030
+34,541
9
$26.9M 1.51%
329,479
+13,785
10
$24.7M 1.39%
58,639
+4,361
11
$23.6M 1.33%
175,635
+9,935
12
$23.1M 1.3%
105,462
+4,584
13
$22.8M 1.28%
740,355
+59,670
14
$22.4M 1.26%
114,159
-10,529
15
$21.6M 1.21%
279,260
+63,414
16
$20.8M 1.17%
471,321
+20,111
17
$20.3M 1.14%
107,243
-1,338
18
$20.1M 1.13%
69,511
+2,331
19
$19.6M 1.1%
250,642
-8,241
20
$19.5M 1.1%
84,316
+3,857
21
$17.8M 1%
362,740
+19,859
22
$17.6M 0.99%
219,989
+86,121
23
$17.3M 0.97%
499,693
+37,673
24
$17M 0.95%
224,342
-22,855
25
$15.6M 0.88%
65,034
+533
1
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