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
3351
$289 ﹤0.01%
89
3352
$287 ﹤0.01%
+19
3353
$286 ﹤0.01%
+7
3354
$284 ﹤0.01%
+9
3355
$279 ﹤0.01%
+19
3356
$279 ﹤0.01%
+4
3357
$272 ﹤0.01%
+5
3358
$269 ﹤0.01%
3,390
-1,505
3359
$266 ﹤0.01%
+13
3360
$265 ﹤0.01%
+26
3361
$263 ﹤0.01%
+6
3362
$261 ﹤0.01%
+26
3363
$260 ﹤0.01%
+137
3364
$260 ﹤0.01%
1
-63
3365
$259 ﹤0.01%
+12
3366
$258 ﹤0.01%
+62
3367
$257 ﹤0.01%
+13
3368
$256 ﹤0.01%
+32
3369
$255 ﹤0.01%
+5
3370
$255 ﹤0.01%
+8
3371
$254 ﹤0.01%
+14
3372
$254 ﹤0.01%
+10
3373
$253 ﹤0.01%
+5
3374
$253 ﹤0.01%
26
-47
3375
$250 ﹤0.01%
+9
133 134
135
136 137