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
3401
$233 ﹤0.01%
+21
3402
$232 ﹤0.01%
+15
3403
$232 ﹤0.01%
+7
3404
$232 ﹤0.01%
52
-170
3405
$231 ﹤0.01%
142
-180
3406
$230 ﹤0.01%
+29
3407
$228 ﹤0.01%
+24
3408
$226 ﹤0.01%
69
+44
3409
$226 ﹤0.01%
+22
3410
$225 ﹤0.01%
27
-1
3411
$225 ﹤0.01%
+12
3412
$223 ﹤0.01%
+41
3413
$223 ﹤0.01%
+61
3414
$222 ﹤0.01%
+18
3415
$221 ﹤0.01%
+6
3416
$220 ﹤0.01%
+24
3417
$220 ﹤0.01%
+1
3418
$212 ﹤0.01%
+60
3419
$209 ﹤0.01%
+9
3420
$208 ﹤0.01%
+5
3421
$208 ﹤0.01%
+47
3422
$204 ﹤0.01%
+3
3423
$200 ﹤0.01%
+3
3424
$200 ﹤0.01%
18
+15
3425
$198 ﹤0.01%
5
-49
135 136
137
138 139