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
3201
$487 ﹤0.01%
+23
3202
$486 ﹤0.01%
19
-11
3203
$483 ﹤0.01%
+10
3204
$482 ﹤0.01%
+30
3205
$481 ﹤0.01%
+7
3206
$480 ﹤0.01%
+18
3207
$480 ﹤0.01%
2,400
3208
$479 ﹤0.01%
22
3209
$479 ﹤0.01%
+34
3210
$477 ﹤0.01%
+13
3211
$475 ﹤0.01%
+14
3212
$474 ﹤0.01%
+114
3213
$474 ﹤0.01%
+85
3214
$472 ﹤0.01%
159
3215
$469 ﹤0.01%
+12
3216
$466 ﹤0.01%
35
3217
$463 ﹤0.01%
+7
3218
$462 ﹤0.01%
+42
3219
$461 ﹤0.01%
10
+2
3220
$458 ﹤0.01%
+7
3221
$457 ﹤0.01%
+26
3222
$456 ﹤0.01%
16
+6
3223
$454 ﹤0.01%
100
3224
$453 ﹤0.01%
+15
3225
$450 ﹤0.01%
+4
127 128
129
130 131