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
1501
$25.4K ﹤0.01%
2,239
+499
1502
$25.3K ﹤0.01%
298
-140
1503
$25.3K ﹤0.01%
1,297
-27
1504
$25.2K ﹤0.01%
76
+15
1505
$25.1K ﹤0.01%
786
+758
1506
$25K ﹤0.01%
1,638
-194
1507
$24.9K ﹤0.01%
350
+29
1508
$24.8K ﹤0.01%
1,086
+262
1509
$24.7K ﹤0.01%
87
+19
1510
$24.7K ﹤0.01%
87
+73
1511
$24.7K ﹤0.01%
1,172
-707
1512
$24.6K ﹤0.01%
361
+99
1513
$24.6K ﹤0.01%
581
-96
1514
$24.5K ﹤0.01%
2,049
+49
1515
$24.5K ﹤0.01%
180
+116
1516
$24.5K ﹤0.01%
124
+40
1517
$24.4K ﹤0.01%
640
+100
1518
$24.3K ﹤0.01%
312
-186
1519
$24.3K ﹤0.01%
345
+92
1520
$24.3K ﹤0.01%
282
-542
1521
$24.3K ﹤0.01%
752
-51
1522
$24.3K ﹤0.01%
1,200
-1
1523
$24.2K ﹤0.01%
926
+95
1524
$24K ﹤0.01%
210
+112
1525
$24K ﹤0.01%
3,559
-964
59 60
61
62 63