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
3451
$173 ﹤0.01%
+9
3452
$172 ﹤0.01%
+6
3453
$172 ﹤0.01%
+5
3454
$171 ﹤0.01%
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3455
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3456
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3457
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3458
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3459
$168 ﹤0.01%
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3460
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3461
$167 ﹤0.01%
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3462
$166 ﹤0.01%
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3463
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3464
$163 ﹤0.01%
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3465
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+2
3466
$163 ﹤0.01%
+46
3467
$162 ﹤0.01%
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3468
$160 ﹤0.01%
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3469
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3470
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3471
$157 ﹤0.01%
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3472
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3473
$156 ﹤0.01%
+8
3474
$156 ﹤0.01%
+25
3475
$154 ﹤0.01%
+15
137 138
139
140 141