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
3576
$80 ﹤0.01%
10
3577
$78 ﹤0.01%
+15
3578
$78 ﹤0.01%
+22
3579
$78 ﹤0.01%
222
3580
$77 ﹤0.01%
+4
3581
$77 ﹤0.01%
3
-11
3582
$76 ﹤0.01%
+3
3583
$75 ﹤0.01%
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3584
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3585
$75 ﹤0.01%
+14
3586
$74 ﹤0.01%
+2
3587
$74 ﹤0.01%
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3588
$72 ﹤0.01%
+22
3589
$72 ﹤0.01%
+2
3590
$72 ﹤0.01%
+2
3591
$71 ﹤0.01%
+3
3592
$71 ﹤0.01%
+11
3593
$70 ﹤0.01%
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3594
$69 ﹤0.01%
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3595
$69 ﹤0.01%
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3596
$68 ﹤0.01%
+5
3597
$68 ﹤0.01%
6
3598
$67 ﹤0.01%
+4
3599
$67 ﹤0.01%
+2
3600
$67 ﹤0.01%
+5
142 143
144
145 146