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
3076
$703 ﹤0.01%
431
+262
3077
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+50
3078
$697 ﹤0.01%
+24
3079
$695 ﹤0.01%
120
-90
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$694 ﹤0.01%
+108
3081
$691 ﹤0.01%
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3082
$691 ﹤0.01%
+17
3083
$689 ﹤0.01%
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3084
$685 ﹤0.01%
+539
3085
$680 ﹤0.01%
35
-24
3086
$680 ﹤0.01%
20
3087
$679 ﹤0.01%
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$675 ﹤0.01%
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3089
$674 ﹤0.01%
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3090
$672 ﹤0.01%
+12
3091
$671 ﹤0.01%
31
3092
$665 ﹤0.01%
+3
3093
$664 ﹤0.01%
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3094
$662 ﹤0.01%
+23
3095
$661 ﹤0.01%
524
+23
3096
$661 ﹤0.01%
29
3097
$656 ﹤0.01%
15
+1
3098
$653 ﹤0.01%
85
-85
3099
$646 ﹤0.01%
141
3100
$645 ﹤0.01%
89
122 123
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125 126