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
1976
$10.3K ﹤0.01%
570
-21
1977
$10.2K ﹤0.01%
453
-245
1978
$10.2K ﹤0.01%
820
+139
1979
$10.2K ﹤0.01%
376
+28
1980
$10.2K ﹤0.01%
1,738
+1,156
1981
$10.2K ﹤0.01%
632
+6
1982
$10.2K ﹤0.01%
335
1983
$10.2K ﹤0.01%
41
1984
$10.2K ﹤0.01%
459
-31
1985
$10.2K ﹤0.01%
3,356
+87
1986
$10.2K ﹤0.01%
972
-307
1987
$10.1K ﹤0.01%
708
+87
1988
$10.1K ﹤0.01%
2,239
-698
1989
$10.1K ﹤0.01%
534
-598
1990
$10K ﹤0.01%
403
+104
1991
$9.99K ﹤0.01%
110
+6
1992
$9.98K ﹤0.01%
+500
1993
$9.98K ﹤0.01%
300
1994
$9.98K ﹤0.01%
187
+19
1995
$9.97K ﹤0.01%
294
+30
1996
$9.89K ﹤0.01%
623
+618
1997
$9.89K ﹤0.01%
73
+11
1998
$9.88K ﹤0.01%
1,797
+97
1999
$9.88K ﹤0.01%
2,500
2000
$9.86K ﹤0.01%
128
+11
78 79
80
81 82