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
3176
$525 ﹤0.01%
+5
3177
$524 ﹤0.01%
28
3178
$523 ﹤0.01%
+49
3179
$522 ﹤0.01%
+17
3180
$520 ﹤0.01%
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3181
$519 ﹤0.01%
+92
3182
$518 ﹤0.01%
+17
3183
$518 ﹤0.01%
21
3184
$516 ﹤0.01%
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3185
$516 ﹤0.01%
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3186
$514 ﹤0.01%
+24
3187
$511 ﹤0.01%
10
3188
$511 ﹤0.01%
+4
3189
$510 ﹤0.01%
+55
3190
$509 ﹤0.01%
+12
3191
$508 ﹤0.01%
+45
3192
$505 ﹤0.01%
+15
3193
$504 ﹤0.01%
38
3194
$504 ﹤0.01%
65
+11
3195
$498 ﹤0.01%
+11
3196
$496 ﹤0.01%
299
+7
3197
$493 ﹤0.01%
183
+40
3198
$492 ﹤0.01%
+17
3199
$492 ﹤0.01%
+8
3200
$491 ﹤0.01%
+75
126 127
128
129 130