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
3101
$644 ﹤0.01%
20
+19
3102
$638 ﹤0.01%
37
+5
3103
$636 ﹤0.01%
+8
3104
$635 ﹤0.01%
+93
3105
$635 ﹤0.01%
+20
3106
$634 ﹤0.01%
263
3107
$634 ﹤0.01%
54
3108
$631 ﹤0.01%
+8
3109
$625 ﹤0.01%
41
+37
3110
$624 ﹤0.01%
376
-1,560
3111
$622 ﹤0.01%
+33
3112
$616 ﹤0.01%
4
-3
3113
$613 ﹤0.01%
234
3114
$613 ﹤0.01%
+14
3115
$613 ﹤0.01%
+48
3116
$611 ﹤0.01%
46
3117
$609 ﹤0.01%
39
-546
3118
$607 ﹤0.01%
4
+3
3119
$602 ﹤0.01%
15
+13
3120
$596 ﹤0.01%
66
+40
3121
$588 ﹤0.01%
5
3122
$587 ﹤0.01%
73
+43
3123
$586 ﹤0.01%
176
+65
3124
$580 ﹤0.01%
+156
3125
$579 ﹤0.01%
191
-1,331
123 124
125
126 127