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
2626
$2.5K ﹤0.01%
37
+9
2627
$2.5K ﹤0.01%
189
+20
2628
$2.5K ﹤0.01%
174
-64
2629
$2.5K ﹤0.01%
126
+124
2630
$2.49K ﹤0.01%
57
+29
2631
$2.49K ﹤0.01%
176
+56
2632
$2.48K ﹤0.01%
184
+16
2633
$2.48K ﹤0.01%
133
+15
2634
$2.48K ﹤0.01%
35
2635
$2.47K ﹤0.01%
+50
2636
$2.47K ﹤0.01%
268
+42
2637
$2.46K ﹤0.01%
+470
2638
$2.43K ﹤0.01%
36
+32
2639
$2.43K ﹤0.01%
21
-9
2640
$2.41K ﹤0.01%
+28
2641
$2.4K ﹤0.01%
+262
2642
$2.4K ﹤0.01%
51
+13
2643
$2.39K ﹤0.01%
224
+7
2644
$2.37K ﹤0.01%
37
2645
$2.37K ﹤0.01%
93
+16
2646
$2.37K ﹤0.01%
+47
2647
$2.36K ﹤0.01%
83
+41
2648
$2.36K ﹤0.01%
+73
2649
$2.33K ﹤0.01%
349
+47
2650
$2.32K ﹤0.01%
+95
104 105
106
107 108