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
3276
$378 ﹤0.01%
+9
3277
$377 ﹤0.01%
+22
3278
$376 ﹤0.01%
9
3279
$375 ﹤0.01%
276
+3
3280
$373 ﹤0.01%
+8
3281
$373 ﹤0.01%
+15
3282
$372 ﹤0.01%
37
-188
3283
$368 ﹤0.01%
+8
3284
$368 ﹤0.01%
132
-195
3285
$368 ﹤0.01%
+50
3286
$367 ﹤0.01%
9
3287
$367 ﹤0.01%
6
3288
$367 ﹤0.01%
+15
3289
$362 ﹤0.01%
+44
3290
$359 ﹤0.01%
18
-3,264
3291
$359 ﹤0.01%
60
-13
3292
$357 ﹤0.01%
+13
3293
$355 ﹤0.01%
+104
3294
$355 ﹤0.01%
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3295
$355 ﹤0.01%
+188
3296
$354 ﹤0.01%
+38
3297
$354 ﹤0.01%
500
3298
$350 ﹤0.01%
191
3299
$349 ﹤0.01%
+8
3300
$345 ﹤0.01%
+157
130 131
132
133 134