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
3676
$30 ﹤0.01%
+32
3677
$30 ﹤0.01%
+4
3678
$30 ﹤0.01%
+5
3679
$30 ﹤0.01%
+1
3680
$28 ﹤0.01%
13
3681
$28 ﹤0.01%
+5
3682
$28 ﹤0.01%
2
-39
3683
$28 ﹤0.01%
+4
3684
$27 ﹤0.01%
+14
3685
$27 ﹤0.01%
+6
3686
$27 ﹤0.01%
+19
3687
$26 ﹤0.01%
+3
3688
$25 ﹤0.01%
+1
3689
$25 ﹤0.01%
+2
3690
$24 ﹤0.01%
+6
3691
$24 ﹤0.01%
+32
3692
$24 ﹤0.01%
+7
3693
$24 ﹤0.01%
+1
3694
$23 ﹤0.01%
13
3695
$23 ﹤0.01%
+2
3696
$22 ﹤0.01%
+1
3697
$22 ﹤0.01%
+10
3698
$22 ﹤0.01%
1
-650
3699
$22 ﹤0.01%
+3
3700
$22 ﹤0.01%
1,724
146 147
148
149 150