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
3051
$763 ﹤0.01%
+4
3052
$761 ﹤0.01%
55
+38
3053
$759 ﹤0.01%
345
3054
$758 ﹤0.01%
65
3055
$758 ﹤0.01%
+28
3056
$756 ﹤0.01%
22
-2,746
3057
$753 ﹤0.01%
300
+84
3058
$752 ﹤0.01%
+80
3059
$750 ﹤0.01%
+36
3060
$743 ﹤0.01%
+18
3061
$739 ﹤0.01%
+112
3062
$739 ﹤0.01%
+216
3063
$730 ﹤0.01%
+25
3064
$728 ﹤0.01%
24
-25
3065
$726 ﹤0.01%
193
+118
3066
$726 ﹤0.01%
18
+17
3067
$723 ﹤0.01%
+20
3068
$716 ﹤0.01%
+9
3069
$716 ﹤0.01%
91
+66
3070
$716 ﹤0.01%
+22
3071
$715 ﹤0.01%
+43
3072
$712 ﹤0.01%
+16
3073
$711 ﹤0.01%
426
-63
3074
$704 ﹤0.01%
+52
3075
$703 ﹤0.01%
52
121 122
123
124 125