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
3126
$579 ﹤0.01%
23
+6
3127
$579 ﹤0.01%
21
3128
$578 ﹤0.01%
+12
3129
$577 ﹤0.01%
477
3130
$577 ﹤0.01%
+47
3131
$576 ﹤0.01%
+43
3132
$573 ﹤0.01%
+12
3133
$573 ﹤0.01%
87
+81
3134
$571 ﹤0.01%
14
+13
3135
$571 ﹤0.01%
+33
3136
$571 ﹤0.01%
50
3137
$570 ﹤0.01%
+39
3138
$570 ﹤0.01%
+16
3139
$569 ﹤0.01%
+42
3140
$568 ﹤0.01%
+1
3141
$562 ﹤0.01%
+27
3142
$562 ﹤0.01%
+10
3143
$561 ﹤0.01%
+37
3144
$553 ﹤0.01%
33
3145
$553 ﹤0.01%
51
-314
3146
$553 ﹤0.01%
+27
3147
$552 ﹤0.01%
+85
3148
$552 ﹤0.01%
+26
3149
$551 ﹤0.01%
+175
3150
$551 ﹤0.01%
+54
124 125
126
127 128