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
3376
$250 ﹤0.01%
+38
3377
$249 ﹤0.01%
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+1
3378
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3379
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3380
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3381
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3382
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3383
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3384
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3385
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3386
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3387
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3388
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3389
$241 ﹤0.01%
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3390
$240 ﹤0.01%
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3391
$239 ﹤0.01%
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3392
$237 ﹤0.01%
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3393
$237 ﹤0.01%
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3395
$236 ﹤0.01%
82
+6
3396
$236 ﹤0.01%
+3
3397
$235 ﹤0.01%
+8
3398
$235 ﹤0.01%
40
+4
3399
– –
0
3400
$233 ﹤0.01%
35
134 135
136
137 138