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
3326
$315 ﹤0.01%
+13
3327
$314 ﹤0.01%
14
3328
$313 ﹤0.01%
21
+13
3329
$312 ﹤0.01%
20
-7
3330
$312 ﹤0.01%
+27
3331
$310 ﹤0.01%
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3332
$309 ﹤0.01%
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-38
3333
$308 ﹤0.01%
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3334
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3335
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+20
3336
$308 ﹤0.01%
+22
3337
$307 ﹤0.01%
+14
3338
$304 ﹤0.01%
+22
3339
$303 ﹤0.01%
+14
3340
$298 ﹤0.01%
+2
3341
$296 ﹤0.01%
+11
3342
$293 ﹤0.01%
+110
3343
$292 ﹤0.01%
30
3344
$291 ﹤0.01%
+31
3345
$291 ﹤0.01%
+9
3346
$291 ﹤0.01%
+4
3347
$291 ﹤0.01%
+31
3348
$290 ﹤0.01%
5
-2
3349
$290 ﹤0.01%
+16
3350
$290 ﹤0.01%
+4
132 133
134
135 136