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
3301
$344 ﹤0.01%
+38
3302
$341 ﹤0.01%
11
-129
3303
$341 ﹤0.01%
+16
3304
$340 ﹤0.01%
+12
3305
$339 ﹤0.01%
255
3306
$338 ﹤0.01%
+45
3307
$336 ﹤0.01%
24
+4
3308
$335 ﹤0.01%
42
-53
3309
$333 ﹤0.01%
+81
3310
$332 ﹤0.01%
+19
3311
$330 ﹤0.01%
+4
3312
$330 ﹤0.01%
+21
3313
$329 ﹤0.01%
+18
3314
$324 ﹤0.01%
119
-444
3315
$324 ﹤0.01%
+51
3316
$322 ﹤0.01%
5
-97
3317
$321 ﹤0.01%
+60
3318
$321 ﹤0.01%
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3319
$321 ﹤0.01%
7
3320
$320 ﹤0.01%
53
+23
3321
$320 ﹤0.01%
+141
3322
$320 ﹤0.01%
+20
3323
$317 ﹤0.01%
116
+83
3324
$317 ﹤0.01%
+3
3325
$315 ﹤0.01%
13
+12
131 132
133
134 135