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
3601
$67 ﹤0.01%
+3
3602
$66 ﹤0.01%
5
-64
3603
$66 ﹤0.01%
+8
3604
$65 ﹤0.01%
+2
3605
$63 ﹤0.01%
7
-599
3606
$63 ﹤0.01%
+37
3607
$63 ﹤0.01%
+4
3608
$61 ﹤0.01%
+7
3609
$60 ﹤0.01%
+1
3610
$60 ﹤0.01%
+77
3611
$60 ﹤0.01%
+5
3612
$59 ﹤0.01%
+6
3613
$59 ﹤0.01%
+46
3614
$57 ﹤0.01%
+1
3615
$56 ﹤0.01%
4
3616
$54 ﹤0.01%
+12
3617
$54 ﹤0.01%
+1
3618
$54 ﹤0.01%
4
-1
3619
$54 ﹤0.01%
+2
3620
$54 ﹤0.01%
+1
3621
$54 ﹤0.01%
+4
3622
$53 ﹤0.01%
+10
3623
$53 ﹤0.01%
+2
3624
$53 ﹤0.01%
+5
3625
$51 ﹤0.01%
+10
143 144
145
146 147