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
3426
$198 ﹤0.01%
+5
3427
$197 ﹤0.01%
+11
3428
$196 ﹤0.01%
+67
3429
$196 ﹤0.01%
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3430
$195 ﹤0.01%
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3431
$195 ﹤0.01%
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3432
$193 ﹤0.01%
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3433
$192 ﹤0.01%
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3434
$192 ﹤0.01%
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3435
$189 ﹤0.01%
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3436
$188 ﹤0.01%
+14
3437
$188 ﹤0.01%
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3438
$188 ﹤0.01%
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3439
$186 ﹤0.01%
+8
3440
$184 ﹤0.01%
14
+11
3441
$184 ﹤0.01%
+51
3442
$180 ﹤0.01%
+9
3443
$180 ﹤0.01%
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3444
$179 ﹤0.01%
6
-34
3445
$179 ﹤0.01%
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3446
$178 ﹤0.01%
+15
3447
$178 ﹤0.01%
+21
3448
$176 ﹤0.01%
+12
3449
$173 ﹤0.01%
+30
3450
$173 ﹤0.01%
+13
136 137
138
139 140