EWA

EverSource Wealth Advisors Portfolio holdings

AUM $2.71B
1-Year Est. Return 22.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.83%
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
2451
$3.92K ﹤0.01%
37
2452
$3.88K ﹤0.01%
21
-9
2453
$3.87K ﹤0.01%
269
+172
2454
$3.85K ﹤0.01%
35
-45
2455
$3.85K ﹤0.01%
+495
2456
$3.84K ﹤0.01%
17
+1
2457
$3.84K ﹤0.01%
498
+57
2458
$3.83K ﹤0.01%
44
-39
2459
$3.83K ﹤0.01%
147
2460
$3.82K ﹤0.01%
217
-73
2461
$3.82K ﹤0.01%
244
-13
2462
$3.81K ﹤0.01%
+32
2463
$3.81K ﹤0.01%
147
+1
2464
$3.81K ﹤0.01%
250
2465
$3.79K ﹤0.01%
251
+192
2466
$3.79K ﹤0.01%
282
2467
$3.76K ﹤0.01%
176
+9
2468
$3.75K ﹤0.01%
110
+1
2469
$3.75K ﹤0.01%
117
2470
$3.72K ﹤0.01%
229
+154
2471
$3.7K ﹤0.01%
133
2472
$3.7K ﹤0.01%
+27
2473
$3.69K ﹤0.01%
+232
2474
$3.67K ﹤0.01%
33
+15
2475
$3.67K ﹤0.01%
57
-1
97 98
99
100 101