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
2976
$961 ﹤0.01%
103
+13
2977
$961 ﹤0.01%
19
2978
$960 ﹤0.01%
+91
2979
$959 ﹤0.01%
251
-321
2980
$957 ﹤0.01%
31
-11
2981
$947 ﹤0.01%
+43
2982
$946 ﹤0.01%
+8
2983
$941 ﹤0.01%
67
+58
2984
$935 ﹤0.01%
+96
2985
$934 ﹤0.01%
+79
2986
$931 ﹤0.01%
226
+204
2987
$930 ﹤0.01%
+5
2988
$930 ﹤0.01%
24
+12
2989
$928 ﹤0.01%
20
2990
$925 ﹤0.01%
20
+8
2991
$922 ﹤0.01%
40
2992
$916 ﹤0.01%
+22
2993
$915 ﹤0.01%
+56
2994
$914 ﹤0.01%
124
+11
2995
$912 ﹤0.01%
45
-391
2996
$912 ﹤0.01%
+31
2997
$904 ﹤0.01%
+48
2998
$902 ﹤0.01%
47
+45
2999
$897 ﹤0.01%
+92
3000
$888 ﹤0.01%
+23
118 119
120
121 122