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
3001
$887 ﹤0.01%
15
-15
3002
$880 ﹤0.01%
20
+4
3003
$880 ﹤0.01%
+52
3004
$880 ﹤0.01%
+16
3005
$880 ﹤0.01%
21
3006
$878 ﹤0.01%
+26
3007
$877 ﹤0.01%
+32
3008
$873 ﹤0.01%
72
3009
$871 ﹤0.01%
461
+272
3010
$868 ﹤0.01%
55
3011
$866 ﹤0.01%
42
-549
3012
$866 ﹤0.01%
69
+53
3013
$859 ﹤0.01%
+27
3014
$851 ﹤0.01%
28
3015
$849 ﹤0.01%
84
-1,007
3016
$846 ﹤0.01%
+755
3017
$845 ﹤0.01%
+17
3018
$840 ﹤0.01%
+10
3019
$839 ﹤0.01%
118
3020
$836 ﹤0.01%
+29
3021
$834 ﹤0.01%
+38
3022
$833 ﹤0.01%
+63
3023
$832 ﹤0.01%
481
3024
$831 ﹤0.01%
31
+14
3025
$825 ﹤0.01%
+20
119 120
121
122 123