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
3226
$449 ﹤0.01%
+97
3227
$447 ﹤0.01%
+12
3228
$444 ﹤0.01%
+34
3229
$444 ﹤0.01%
+5
3230
$443 ﹤0.01%
+187
3231
$442 ﹤0.01%
80
+39
3232
$441 ﹤0.01%
231
3233
$441 ﹤0.01%
29
3234
$440 ﹤0.01%
+10
3235
$439 ﹤0.01%
+19
3236
$439 ﹤0.01%
+12
3237
$438 ﹤0.01%
+22
3238
$436 ﹤0.01%
+16
3239
$435 ﹤0.01%
+11
3240
$432 ﹤0.01%
55
+31
3241
$428 ﹤0.01%
+25
3242
$428 ﹤0.01%
+8
3243
$428 ﹤0.01%
10
+5
3244
$427 ﹤0.01%
+12
3245
$426 ﹤0.01%
+39
3246
$422 ﹤0.01%
50
-576
3247
$421 ﹤0.01%
17
+3
3248
$417 ﹤0.01%
83
3249
$416 ﹤0.01%
102
3250
$415 ﹤0.01%
9
128 129
130
131 132