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
3726
$10 ﹤0.01%
+6
3727
$9 ﹤0.01%
+1
3728
$9 ﹤0.01%
+5
3729
$8 ﹤0.01%
1
-3
3730
$8 ﹤0.01%
1
-234
3731
$7 ﹤0.01%
+2
3732
$6 ﹤0.01%
+3
3733
$6 ﹤0.01%
+2
3734
$5 ﹤0.01%
+1
3735
$5 ﹤0.01%
+1
3736
$3 ﹤0.01%
+1
3737
$3 ﹤0.01%
+2
3738
$3 ﹤0.01%
+2
3739
– –
0
3740
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1
3741
– –
0
3742
$1 ﹤0.01%
+1
3743
– –
-46
3744
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-400
3745
– –
-12,000
3746
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-400
3747
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-3
3748
– –
-6,595
3749
– –
-26
3750
– –
-1,345
148 149
150
151 152