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
3026
$816 ﹤0.01%
+243
3027
$815 ﹤0.01%
+26
3028
$812 ﹤0.01%
+22
3029
$811 ﹤0.01%
16
-39
3030
$809 ﹤0.01%
+11
3031
$808 ﹤0.01%
+46
3032
$808 ﹤0.01%
23
-314
3033
$807 ﹤0.01%
10
+9
3034
$806 ﹤0.01%
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-34
3035
$801 ﹤0.01%
+12
3036
$799 ﹤0.01%
+519
3037
$798 ﹤0.01%
+56
3038
$796 ﹤0.01%
84
-212
3039
$791 ﹤0.01%
+15
3040
$786 ﹤0.01%
+2
3041
$784 ﹤0.01%
+11
3042
$784 ﹤0.01%
6
3043
$783 ﹤0.01%
190
3044
$783 ﹤0.01%
+33
3045
$777 ﹤0.01%
+92
3046
$777 ﹤0.01%
312
3047
$777 ﹤0.01%
+115
3048
$771 ﹤0.01%
292
3049
$770 ﹤0.01%
28
-86
3050
$767 ﹤0.01%
55
120 121
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