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
3526
$109 ﹤0.01%
+16
3527
$108 ﹤0.01%
+18
3528
$107 ﹤0.01%
+14
3529
$107 ﹤0.01%
+6
3530
$107 ﹤0.01%
+10
3531
$106 ﹤0.01%
+4
3532
$106 ﹤0.01%
15
-3
3533
$103 ﹤0.01%
+17
3534
$103 ﹤0.01%
+10
3535
$102 ﹤0.01%
+6
3536
$101 ﹤0.01%
+21
3537
$101 ﹤0.01%
+2
3538
$99 ﹤0.01%
+10
3539
$99 ﹤0.01%
+2
3540
$98 ﹤0.01%
+4
3541
$95 ﹤0.01%
20
3542
$95 ﹤0.01%
+25
3543
$95 ﹤0.01%
+3
3544
$94 ﹤0.01%
+9
3545
$93 ﹤0.01%
+74
3546
$93 ﹤0.01%
+4
3547
$93 ﹤0.01%
+2
3548
$93 ﹤0.01%
+5
3549
$93 ﹤0.01%
+3
3550
$93 ﹤0.01%
+12
140 141
142
143 144