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
3626
$51 ﹤0.01%
+2
3627
$50 ﹤0.01%
+22
3628
$50 ﹤0.01%
+21
3629
$50 ﹤0.01%
+5
3630
$50 ﹤0.01%
+33
3631
$50 ﹤0.01%
+10
3632
$50 ﹤0.01%
42
3633
$49 ﹤0.01%
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3634
$49 ﹤0.01%
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3635
$48 ﹤0.01%
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3636
$47 ﹤0.01%
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3637
$47 ﹤0.01%
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3638
$47 ﹤0.01%
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3639
$46 ﹤0.01%
+4
3640
$46 ﹤0.01%
+10
3641
$46 ﹤0.01%
+2
3642
$45 ﹤0.01%
+5
3643
$45 ﹤0.01%
+2
3644
$45 ﹤0.01%
+15
3645
$44 ﹤0.01%
+1
3646
$44 ﹤0.01%
+3
3647
$43 ﹤0.01%
+3
3648
$42 ﹤0.01%
+5
3649
$41 ﹤0.01%
+4
3650
$41 ﹤0.01%
+18
144 145
146
147 148