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
3476
$153 ﹤0.01%
+77
3477
$153 ﹤0.01%
+20
3478
$151 ﹤0.01%
+20
3479
$150 ﹤0.01%
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3480
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+5
3481
$149 ﹤0.01%
2
-2
3482
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3483
$145 ﹤0.01%
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3484
$144 ﹤0.01%
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3485
$143 ﹤0.01%
36
+30
3486
$143 ﹤0.01%
+21
3487
$142 ﹤0.01%
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3488
$142 ﹤0.01%
+2
3489
$141 ﹤0.01%
6
3490
$141 ﹤0.01%
+8
3491
$140 ﹤0.01%
+28
3492
$140 ﹤0.01%
5
3493
$139 ﹤0.01%
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$139 ﹤0.01%
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3495
$138 ﹤0.01%
+34
3496
$134 ﹤0.01%
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3497
$134 ﹤0.01%
+18
3498
$133 ﹤0.01%
+17
3499
$133 ﹤0.01%
+7
3500
$133 ﹤0.01%
+21
138 139
140
141 142