EWA

EverSource Wealth Advisors Portfolio holdings

AUM $2.53B
1-Year Est. Return 23.79%
This Fund
S&P 500
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 12.25%
2 Financials 6.72%
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
1476
$27.1K ﹤0.01%
300
1477
$27K ﹤0.01%
628
+330
1478
$26.9K ﹤0.01%
108
+32
1479
$26.7K ﹤0.01%
382
+79
1480
$26.7K ﹤0.01%
259
+50
1481
$26.7K ﹤0.01%
114
+54
1482
$26.4K ﹤0.01%
283
+46
1483
$26.4K ﹤0.01%
291
-92
1484
$26.4K ﹤0.01%
859
+252
1485
$26.4K ﹤0.01%
2,106
1486
$26.2K ﹤0.01%
1,257
+939
1487
$26.2K ﹤0.01%
308
-18
1488
$26.2K ﹤0.01%
379
+2
1489
$26.2K ﹤0.01%
1,040
1490
$26.1K ﹤0.01%
218
+90
1491
$26K ﹤0.01%
865
+424
1492
$26K ﹤0.01%
398
-70
1493
$26K ﹤0.01%
710
1494
$25.9K ﹤0.01%
243
+72
1495
$25.9K ﹤0.01%
438
+99
1496
$25.9K ﹤0.01%
537
-1
1497
$25.9K ﹤0.01%
1,146
-1,587
1498
$25.7K ﹤0.01%
142
-1
1499
$25.7K ﹤0.01%
479
+2
1500
$25.7K ﹤0.01%
303
+82
58 59
60
61 62