EWA

EverSource Wealth Advisors Portfolio holdings

AUM $2.71B
1-Year Est. Return 22.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.83%
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 12.25%
2 Financials 6.72%
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
2476
$3.66K ﹤0.01%
396
-1,183
2477
$3.65K ﹤0.01%
57
-15
2478
$3.65K ﹤0.01%
15
2479
$3.64K ﹤0.01%
834
-227
2480
$3.63K ﹤0.01%
2,051
+1,321
2481
$3.62K ﹤0.01%
176
+95
2482
$3.62K ﹤0.01%
+1,458
2483
$3.62K ﹤0.01%
224
+35
2484
$3.61K ﹤0.01%
398
+174
2485
$3.6K ﹤0.01%
23
-6
2486
$3.6K ﹤0.01%
29
-22
2487
$3.58K ﹤0.01%
119
+40
2488
$3.56K ﹤0.01%
238
-73
2489
$3.55K ﹤0.01%
106
+26
2490
$3.54K ﹤0.01%
165
+23
2491
$3.54K ﹤0.01%
+43
2492
$3.52K ﹤0.01%
80
-79
2493
$3.52K ﹤0.01%
167
+17
2494
$3.52K ﹤0.01%
147
+124
2495
$3.51K ﹤0.01%
166
2496
$3.5K ﹤0.01%
33
2497
$3.5K ﹤0.01%
166
+20
2498
$3.48K ﹤0.01%
357
-367
2499
$3.47K ﹤0.01%
452
+28
2500
$3.47K ﹤0.01%
64
+53
98 99
100
101 102