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
2776
$1.68K ﹤0.01%
+44
2777
$1.68K ﹤0.01%
142
-997
2778
$1.67K ﹤0.01%
53
-160
2779
$1.67K ﹤0.01%
119
+39
2780
$1.66K ﹤0.01%
554
+14
2781
$1.66K ﹤0.01%
272
-414
2782
$1.66K ﹤0.01%
300
2783
$1.65K ﹤0.01%
127
+27
2784
$1.64K ﹤0.01%
+40
2785
$1.64K ﹤0.01%
+49
2786
$1.64K ﹤0.01%
336
+201
2787
$1.64K ﹤0.01%
76
+43
2788
$1.63K ﹤0.01%
20
-590
2789
$1.61K ﹤0.01%
+21
2790
$1.6K ﹤0.01%
141
+137
2791
$1.6K ﹤0.01%
+640
2792
$1.6K ﹤0.01%
12
+8
2793
$1.59K ﹤0.01%
29
-477
2794
$1.59K ﹤0.01%
+843
2795
$1.58K ﹤0.01%
44
-25
2796
$1.58K ﹤0.01%
86
2797
$1.57K ﹤0.01%
4
-2
2798
$1.57K ﹤0.01%
36
+16
2799
$1.57K ﹤0.01%
153
-349
2800
$1.57K ﹤0.01%
+39
110 111
112
113 114