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
2801
$1.56K ﹤0.01%
252
2802
$1.56K ﹤0.01%
+44
2803
$1.56K ﹤0.01%
51
+13
2804
$1.56K ﹤0.01%
50
2805
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102
-872
2806
$1.55K ﹤0.01%
41
-25
2807
$1.55K ﹤0.01%
+19
2808
$1.54K ﹤0.01%
20
2809
$1.54K ﹤0.01%
89
+4
2810
$1.54K ﹤0.01%
47
+26
2811
$1.54K ﹤0.01%
51
+18
2812
$1.54K ﹤0.01%
241
-602
2813
$1.54K ﹤0.01%
198
2814
$1.53K ﹤0.01%
+41
2815
$1.53K ﹤0.01%
19
+4
2816
$1.53K ﹤0.01%
41
+12
2817
$1.52K ﹤0.01%
17
+12
2818
$1.51K ﹤0.01%
61
2819
$1.51K ﹤0.01%
+305
2820
$1.51K ﹤0.01%
57
+11
2821
$1.5K ﹤0.01%
466
-465
2822
$1.5K ﹤0.01%
66
+47
2823
$1.5K ﹤0.01%
+29
2824
$1.49K ﹤0.01%
83
-36
2825
$1.49K ﹤0.01%
714
111 112
113
114 115