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
3651
$41 ﹤0.01%
+4
3652
$38 ﹤0.01%
+4
3653
$38 ﹤0.01%
+1
3654
$37 ﹤0.01%
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3655
$37 ﹤0.01%
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3656
$37 ﹤0.01%
+5
3657
$36 ﹤0.01%
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3658
$36 ﹤0.01%
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3659
$35 ﹤0.01%
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3660
$35 ﹤0.01%
3
3661
$35 ﹤0.01%
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3662
$35 ﹤0.01%
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3663
$34 ﹤0.01%
1
-148
3664
$34 ﹤0.01%
+4
3665
$34 ﹤0.01%
+2
3666
$33 ﹤0.01%
+1
3667
$33 ﹤0.01%
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3668
$33 ﹤0.01%
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3669
$33 ﹤0.01%
2
3670
$32 ﹤0.01%
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3671
$32 ﹤0.01%
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3672
$32 ﹤0.01%
+3
3673
$31 ﹤0.01%
+71
3674
$31 ﹤0.01%
60
3675
$31 ﹤0.01%
+1
145 146
147
148 149